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WESCAP Management Group’s IBM IBM Stock Holding History

WESCAP Management Group’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
Q1 		– Sell
-1,861
Closed -$295K – 59
2016
Q4 		$295K Hold
1,861
– – 0.15% 51
2016
Q3 		$283K Hold
1,861
– – 0.15% 53
2016
Q2 		$270K Hold
1,861
– – 0.13% 55
2016
Q1 		$269K Hold
1,861
– – 0.14% 51
2015
Q4 		$244K Buy
+1,861
New +$250K 0.13% 37

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

WESCAP Management Group's IBM Position: Q1 2017 in Review

WESCAP Management Group sold out of IBM (IBM) in Q1 2017, closing a stake of 1,861 shares — an estimated $295K sold.

WESCAP Management Group first reported a position in IBM in Q4 2015 and held it in 5 quarters. The position peaked at $295K in Q4 2016. 1,862 funds tracked by Wall St. Rank hold IBM as of Q1 2017.

  • WESCAP Management Group reported no remaining IBM position as of Q1 2017 after selling out during the quarter.
  • WESCAP Management Group sold 1,861 IBM shares in Q1 2017, an estimated $295K.
  • WESCAP Management Group first reported a position in IBM in Q4 2015 and held it in 5 quarters.
  • WESCAP Management Group's IBM position peaked at $295K in Q4 2016.
  • 1,862 funds tracked by Wall St. Rank held IBM as of Q1 2017.

Based on WESCAP Management Group's 13F filing for Q1 2017, filed 12 May 2017.