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Train Babcock Advisors’s IBM IBM Stock Holding History

Train Babcock 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
2017
Q4 		$275K Sell
1,875
-1,839
-50% -$267K 0.12% 83
2017
Q3 		$515K Sell
3,714
-717
-16% -$99.9K 0.29% 54
2017
Q2 		$652K Sell
4,431
-118
-3% -$17.8K 0.28% 67
2017
Q1 		$758K Sell
4,549
-1,548
-25% -$260K 0.34% 59
2016
Q4 		$968K Sell
6,097
-230
-4% -$35K 0.4% 58
2016
Q3 		$960K Hold
6,327
– – 0.39% 58
2016
Q2 		$918K Hold
6,327
– – 0.37% 60
2016
Q1 		$916K Sell
6,327
-3,431
-35% -$438K 0.37% 61
2015
Q4 		$1.28M Sell
9,758
-398
-4% -$53.5K 0.49% 58
2015
Q3 		$1.41M Sell
10,156
-863
-8% -$127K 0.5% 63
2015
Q2 		$1.71M Sell
11,019
-6,363
-37% -$1.02M 0.54% 60
2015
Q1 		$2.67M Sell
17,382
-674
-4% -$102K 0.84% 49
2014
Q4 		$2.77M Sell
18,056
-320
-2% -$50.9K 0.89% 46
2014
Q3 		$3.33M Hold
18,376
– – 1.15% 34
2014
Q2 		$3.19M Sell
18,376
-1,182
-6% -$213K 1.03% 39
2014
Q1 		$3.6M Sell
19,558
-975
-5% -$172K 1.16% 35
2013
Q4 		$3.68M Buy
20,533
+133
+0.7% +$22.9K 1.27% 31
2013
Q3 		$3.61M Sell
20,400
-26
-0.1% -$4.73K 1.36% 27
2013
Q2 		$3.73M Buy
+20,426
New +$3.98M 1.41% 27

Other funds holding IBM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Train Babcock Advisors's IBM Position: Q4 2017 in Review

Train Babcock Advisors reduced its IBM (IBM) stake by 50% in Q4 2017, selling an estimated $267K and leaving 1,875 shares worth $275K. The position accounts for 0.12% of the portfolio, ranked #83.

Train Babcock Advisors first reported a position in IBM in Q2 2013 and has held it in 19 quarters since. The position peaked at $3.73M in Q2 2013. 1,975 funds tracked by Wall St. Rank hold IBM as of Q4 2017.

  • Train Babcock Advisors held 1,875 shares of IBM worth $275K as of Q4 2017.
  • Train Babcock Advisors sold 1,839 IBM shares in Q4 2017, an estimated $267K.
  • IBM made up 0.12% of Train Babcock Advisors's portfolio in Q4 2017, its #83 holding.
  • Train Babcock Advisors first reported a position in IBM in Q2 2013 and has held it in 19 quarters since.
  • Train Babcock Advisors's IBM position peaked at $3.73M in Q2 2013.
  • 1,975 funds tracked by Wall St. Rank held IBM as of Q4 2017.

Based on Train Babcock Advisors's 13F filing for Q4 2017, filed 10 Jan 2018.