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Tillar-Wenstrup Advisors’s IBM IBM Stock Holding History

Tillar-Wenstrup 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
-13,500
Closed -$1.78M – 48
2015
Q4 		$1.78M Sell
13,500
-629
-4% -$84.5K 1.76% 31
2015
Q3 		$1.96M Sell
14,129
-58
-0.4% -$8.56K 1.97% 27
2015
Q2 		$2.21M Sell
14,187
-5
-0% -$804 2% 25
2015
Q1 		$2.18M Buy
+14,192
New +$2.15M 2.13% 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

Tillar-Wenstrup Advisors's IBM Position: Q1 2016 in Review

Tillar-Wenstrup Advisors sold out of IBM (IBM) in Q1 2016, closing a stake of 13,500 shares — an estimated $1.78M sold.

Tillar-Wenstrup Advisors first reported a position in IBM in Q1 2015 and held it in 4 quarters. The position peaked at $2.21M in Q2 2015. 1,713 funds tracked by Wall St. Rank hold IBM as of Q1 2016.

  • Tillar-Wenstrup Advisors reported no remaining IBM position as of Q1 2016 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 13,500 IBM shares in Q1 2016, an estimated $1.78M.
  • Tillar-Wenstrup Advisors first reported a position in IBM in Q1 2015 and held it in 4 quarters.
  • Tillar-Wenstrup Advisors's IBM position peaked at $2.21M in Q2 2015.
  • 1,713 funds tracked by Wall St. Rank held IBM as of Q1 2016.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2016, filed 4 May 2016.