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Advantage Investment Management’s IBM IBM Stock Holding History

Advantage Investment Management’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
2019
Q3 		$321K Sell
2,312
-259
-10% -$34.9K 0.25% 75
2019
Q2 		$339K Buy
2,571
+209
+9% +$27.5K 0.26% 68
2019
Q1 		$319K Sell
2,362
-38
-2% -$4.84K 0.25% 69
2018
Q4 		$261K Sell
2,400
-889
-27% -$107K 0.2% 89
2018
Q3 		$475K Buy
3,289
+945
+40% +$132K 0.31% 65
2018
Q2 		$313K Buy
2,344
+269
+13% +$37.5K 0.23% 85
2018
Q1 		$304K Sell
2,075
-199
-9% -$30.1K 0.12% 129
2017
Q4 		$333K Sell
2,274
-303
-12% -$44.1K 0.1% 132
2017
Q3 		$357K Sell
2,577
-21
-0.8% -$2.93K 0.12% 122
2017
Q2 		$382K Buy
2,598
+146
+6% +$22K 0.13% 116
2017
Q1 		$408K Buy
2,452
+331
+16% +$55.5K 0.16% 105
2016
Q4 		$337K Sell
2,121
-388
-15% -$59.1K 0.12% 111
2016
Q3 		$381K Buy
2,509
+687
+38% +$104K 0.14% 98
2016
Q2 		$264K Sell
1,822
-36
-2% -$5.15K 0.12% 117
2016
Q1 		$269K Buy
1,858
+157
+9% +$20.1K 0.12% 108
2015
Q4 		$224K Sell
1,701
-1,606
-49% -$216K 0.12% 123
2015
Q3 		$458K Buy
3,307
+125
+4% +$18.5K 0.26% 77
2015
Q2 		$495K Buy
3,182
+1,520
+91% +$244K 0.24% 93
2015
Q1 		$255K Buy
1,662
+664
+67% +$101K 0.14% 127
2014
Q4 		$153K Buy
+998
New +$159K 0.11% 148

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advantage Investment Management's IBM Position: Q3 2019 in Review

Advantage Investment Management reduced its IBM (IBM) stake by 10% in Q3 2019, selling an estimated $34.9K and leaving 2,312 shares worth $321K. The position accounts for 0.25% of the portfolio, ranked #75.

Advantage Investment Management first reported a position in IBM in Q4 2014 and has held it in 20 quarters since. The position peaked at $495K in Q2 2015. 1,961 funds tracked by Wall St. Rank hold IBM as of Q3 2019.

  • Advantage Investment Management held 2,312 shares of IBM worth $321K as of Q3 2019.
  • Advantage Investment Management sold 259 IBM shares in Q3 2019, an estimated $34.9K.
  • IBM made up 0.25% of Advantage Investment Management's portfolio in Q3 2019, its #75 holding.
  • Advantage Investment Management first reported a position in IBM in Q4 2014 and has held it in 20 quarters since.
  • Advantage Investment Management's IBM position peaked at $495K in Q2 2015.
  • 1,961 funds tracked by Wall St. Rank held IBM as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.