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WFG Advisors’s IBM IBM Stock Holding History

WFG 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
Q2 		$271K Sell
1,843
-599
-25% -$90.3K 0.06% 300
2017
Q1 		$407K Sell
2,442
-4,060
-62% -$681K 0.11% 201
2016
Q4 		$1.03M Buy
6,502
+3,538
+119% +$539K 0.25% 102
2016
Q3 		$450K Buy
2,964
+190
+7% +$28.8K 0.11% 193
2016
Q2 		$403K Sell
2,774
-201
-7% -$28.8K 0.11% 195
2016
Q1 		$431K Buy
2,975
+85
+3% +$10.9K 0.12% 179
2015
Q4 		$380K Sell
2,890
-622
-18% -$83.6K 0.11% 194
2015
Q3 		$487K Buy
3,512
+276
+9% +$40.8K 0.15% 159
2015
Q2 		$503K Sell
3,236
-308
-9% -$49.5K 0.14% 163
2015
Q1 		$544K Sell
3,544
-4,074
-53% -$618K 0.15% 155
2014
Q4 		$1.17M Buy
7,618
+1,702
+29% +$271K 0.24% 94
2014
Q3 		$1.07M Buy
5,916
+90
+2% +$16.4K 0.2% 114
2014
Q2 		$1.01M Sell
5,826
-180
-3% -$32.4K 0.19% 124
2014
Q1 		$1.1M Sell
6,006
-8,984
-60% -$1.58M 0.22% 106
2013
Q4 		$2.69M Sell
14,990
-667
-4% -$115K 0.38% 49
2013
Q3 		$2.77M Sell
15,657
-1,214
-7% -$221K 0.43% 45
2013
Q2 		$3.08M Buy
+16,871
New +$3.29M 0.51% 35

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

WFG Advisors's IBM Position: Q2 2017 in Review

WFG Advisors reduced its IBM (IBM) stake by 25% in Q2 2017, selling an estimated $90.3K and leaving 1,843 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #300.

WFG Advisors first reported a position in IBM in Q2 2013 and has held it in 17 quarters since. The position peaked at $3.08M in Q2 2013. 1,795 funds tracked by Wall St. Rank hold IBM as of Q2 2017.

  • WFG Advisors held 1,843 shares of IBM worth $271K as of Q2 2017.
  • WFG Advisors sold 599 IBM shares in Q2 2017, an estimated $90.3K.
  • IBM made up 0.06% of WFG Advisors's portfolio in Q2 2017, its #300 holding.
  • WFG Advisors first reported a position in IBM in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's IBM position peaked at $3.08M in Q2 2013.
  • 1,795 funds tracked by Wall St. Rank held IBM as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.