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Strategic Capital Alternatives’s IBM IBM Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		– Sell
-782
Closed -$121K – 377
2015
Q2 		$121K Sell
782
-29
-4% -$4.66K 0.03% 227
2015
Q1 		$124K Buy
+811
New +$123K 0.03% 195
2014
Q4 		– Sell
-493
Closed -$89K – 200
2014
Q3 		$89K Buy
+493
New +$89.8K 0.03% 180

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $3.37T AUM 44.26% 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 $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Strategic Capital Alternatives's IBM Position: Q3 2015 in Review

Strategic Capital Alternatives sold out of IBM (IBM) in Q3 2015, closing a stake of 782 shares — an estimated $121K sold.

Strategic Capital Alternatives first reported a position in IBM in Q3 2014 and held it in 3 quarters. The position peaked at $124K in Q1 2015. 1,714 funds tracked by Wall St. Rank hold IBM as of Q3 2015.

  • Strategic Capital Alternatives reported no remaining IBM position as of Q3 2015 after selling out during the quarter.
  • Strategic Capital Alternatives sold 782 IBM shares in Q3 2015, an estimated $121K.
  • Strategic Capital Alternatives first reported a position in IBM in Q3 2014 and held it in 3 quarters.
  • Strategic Capital Alternatives's IBM position peaked at $124K in Q1 2015.
  • 1,714 funds tracked by Wall St. Rank held IBM as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.