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Stanford Investment Group’s IBM IBM Stock Holding History

Stanford Investment Group’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
Q1 		– Sell
-3,037
Closed -$482K – 129
2016
Q4 		$482K Sell
3,037
-233
-7% -$35.5K 0.23% 30
2016
Q3 		$496K Buy
3,270
+186
+6% +$28.2K 0.23% 32
2016
Q2 		$447K Hold
3,084
– – 0.23% 33
2016
Q1 		$446K Hold
3,084
– – 0.25% 29
2015
Q4 		$406K Sell
3,084
-183
-6% -$24.6K 0.22% 33
2015
Q3 		$452K Hold
3,267
– – 0.33% 27
2015
Q2 		$508K Hold
3,267
– – 0.38% 24
2015
Q1 		$501K Sell
3,267
-523
-14% -$79.3K 0.4% 26
2014
Q4 		$581K Buy
+3,790
New +$603K 0.49% 23

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stanford Investment Group's IBM Position: Q1 2017 in Review

Stanford Investment Group sold out of IBM (IBM) in Q1 2017, closing a stake of 3,037 shares — an estimated $482K sold.

Stanford Investment Group first reported a position in IBM in Q4 2014 and held it in 9 quarters. The position peaked at $581K in Q4 2014. 1,862 funds tracked by Wall St. Rank hold IBM as of Q1 2017.

  • Stanford Investment Group reported no remaining IBM position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 3,037 IBM shares in Q1 2017, an estimated $482K.
  • Stanford Investment Group first reported a position in IBM in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's IBM position peaked at $581K in Q4 2014.
  • 1,862 funds tracked by Wall St. Rank held IBM as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.