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Stonehearth Capital Management’s IBM IBM Stock Holding History

Stonehearth Capital Management’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
Q2 		– Sell
-1,440
Closed -$209K – 32
2016
Q1 		$209K Buy
+1,440
New +$184K 0.18% 32

Other funds holding IBM

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stonehearth Capital Management's IBM Position: Q2 2016 in Review

Stonehearth Capital Management sold out of IBM (IBM) in Q2 2016, closing a stake of 1,440 shares — an estimated $209K sold.

Stonehearth Capital Management first reported a position in IBM in Q1 2016 and held it in 1 quarter. The position peaked at $209K in Q1 2016. 1,725 funds tracked by Wall St. Rank hold IBM as of Q2 2016.

  • Stonehearth Capital Management reported no remaining IBM position as of Q2 2016 after selling out during the quarter.
  • Stonehearth Capital Management sold 1,440 IBM shares in Q2 2016, an estimated $209K.
  • Stonehearth Capital Management first reported a position in IBM in Q1 2016 and held it in 1 quarter.
  • Stonehearth Capital Management's IBM position peaked at $209K in Q1 2016.
  • 1,725 funds tracked by Wall St. Rank held IBM as of Q2 2016.

Based on Stonehearth Capital Management's 13F filing for Q2 2016, filed 20 Jul 2016.