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Zevenbergen Capital Investments’s IBM IBM Stock Holding History

Zevenbergen Capital Investments’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
Q3 		– Sell
-2,676
Closed -$393K – 82
2017
Q2 		$393K Sell
2,676
-1,464
-35% -$221K 0.02% 73
2017
Q1 		$689K Buy
4,140
+709
+21% +$119K 0.03% 63
2016
Q4 		$544K Buy
3,431
+612
+22% +$93.2K 0.03% 67
2016
Q3 		$428K Buy
+2,819
New +$428K 0.02% 74

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Zevenbergen Capital Investments's IBM Position: Q3 2017 in Review

Zevenbergen Capital Investments sold out of IBM (IBM) in Q3 2017, closing a stake of 2,676 shares — an estimated $393K sold.

Zevenbergen Capital Investments first reported a position in IBM in Q3 2016 and held it in 4 quarters. The position peaked at $689K in Q1 2017. 1,758 funds tracked by Wall St. Rank hold IBM as of Q3 2017.

  • Zevenbergen Capital Investments reported no remaining IBM position as of Q3 2017 after selling out during the quarter.
  • Zevenbergen Capital Investments sold 2,676 IBM shares in Q3 2017, an estimated $393K.
  • Zevenbergen Capital Investments first reported a position in IBM in Q3 2016 and held it in 4 quarters.
  • Zevenbergen Capital Investments's IBM position peaked at $689K in Q1 2017.
  • 1,758 funds tracked by Wall St. Rank held IBM as of Q3 2017.

Based on Zevenbergen Capital Investments's 13F filing for Q3 2017, filed 9 Nov 2017.