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Stewardship Financial Advisors’s IBM IBM Stock Holding History

Stewardship Financial Advisors’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
2016
Q1 		– Sell
-12,864
Closed -$1.69M – 50
2015
Q4 		$1.69M Buy
+12,864
New +$1.73M 1.36% 26

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stewardship Financial Advisors's IBM Position: Q1 2016 in Review

Stewardship Financial Advisors sold out of IBM (IBM) in Q1 2016, closing a stake of 12,864 shares — an estimated $1.69M sold.

Stewardship Financial Advisors first reported a position in IBM in Q4 2015 and held it in 1 quarter. The position peaked at $1.69M in Q4 2015. 1,713 funds tracked by Wall St. Rank hold IBM as of Q1 2016.

  • Stewardship Financial Advisors reported no remaining IBM position as of Q1 2016 after selling out during the quarter.
  • Stewardship Financial Advisors sold 12,864 IBM shares in Q1 2016, an estimated $1.69M.
  • Stewardship Financial Advisors first reported a position in IBM in Q4 2015 and held it in 1 quarter.
  • Stewardship Financial Advisors's IBM position peaked at $1.69M in Q4 2015.
  • 1,713 funds tracked by Wall St. Rank held IBM as of Q1 2016.

Based on Stewardship Financial Advisors's 13F filing for Q1 2016, filed 26 Jun 2018.