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Spot Trading’s IBM IBM Stock Holding History

Spot Trading’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$18.9M Sell
136,294
-22,384
-14% -$3.12M 0.33% 25
2017
Q2 		$23.3M Buy
158,678
+153,134
+2,762% +$23.1M 0.46% 14
2017
Q1 		$923K Buy
5,544
+4,498
+430% +$754K 0.03% 803
2016
Q4 		$166K Sell
1,046
-732
-41% -$112K ﹤0.01% 2011
2016
Q3 		$270K Sell
1,778
-48,325
-96% -$7.33M 0.01% 1895
2016
Q2 		$7.27M Buy
50,103
+6,066
+14% +$868K 0.13% 190
2016
Q1 		$6.38M Sell
44,037
-22,593
-34% -$2.89M 0.11% 221
2015
Q4 		$8.77M Sell
66,630
-55,647
-46% -$7.48M 0.09% 278
2015
Q3 		$16.9M Buy
122,277
+25,417
+26% +$3.75M 0.16% 112
2015
Q2 		$15.1M Buy
96,860
+15,377
+19% +$2.47M 0.14% 145
2015
Q1 		$12.5M Sell
81,483
-9,101
-10% -$1.38M 0.12% 165
2014
Q4 		$13.9M Buy
90,584
+5,126
+6% +$816K 0.09% 287
2014
Q3 		$15.5M Sell
85,458
-61,400
-42% -$11.2M 0.08% 327
2014
Q2 		$25.4M Buy
146,858
+141,628
+2,708% +$25.5M 0.12% 161
2014
Q1 		$962K Sell
5,230
-13,180
-72% -$2.32M 0.01% 2050
2013
Q4 		$3.3M Sell
18,410
-32,216
-64% -$5.56M 0.02% 1179
2013
Q3 		$8.96M Buy
50,626
+10,041
+25% +$1.83M 0.06% 420
2013
Q2 		$7.42M Buy
+40,585
New +$7.9M 0.05% 504

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spot Trading's IBM Position: Q3 2017 in Review

Spot Trading reduced its IBM (IBM) stake by 11% in Q3 2017, selling an estimated $464K and leaving 27,846 shares worth $3.86M. The position accounts for 0.07% of the portfolio, ranked #391.

Spot Trading first reported a position in IBM in Q2 2013 and has held it in 14 quarters since. The position peaked at $9.14M in Q3 2015. 1,758 funds tracked by Wall St. Rank hold IBM as of Q3 2017.

  • Spot Trading held 27,846 shares of IBM worth $3.86M as of Q3 2017.
  • Spot Trading sold 3,329 IBM shares in Q3 2017, an estimated $464K.
  • IBM made up 0.07% of Spot Trading's portfolio in Q3 2017, its #391 holding.
  • Spot Trading first reported a position in IBM in Q2 2013 and has held it in 14 quarters since.
  • Spot Trading's IBM position peaked at $9.14M in Q3 2015.
  • 1,758 funds tracked by Wall St. Rank held IBM as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.