America First Investment Advisors’s IBM IBM Stock Holding History

America First Investment 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
2019 Q4	–	Sell	-314	Closed	-$44K	–	86
2019 Q3	$44K	Hold	314	–	–	0.01%	61
2019 Q2	$41K	Hold	314	–	–	0.01%	64
2019 Q1	$42K	Hold	314	–	–	0.01%	64
2018 Q4	$34K	Hold	314	–	–	0.01%	63
2018 Q3	$45K	Hold	314	–	–	0.01%	65
2018 Q2	$42K	Hold	314	–	–	0.01%	65
2018 Q1	$46K	Hold	314	–	–	0.02%	61
2017 Q4	$46K	Hold	314	–	–	0.02%	62
2017 Q3	$44K	Hold	314	–	–	0.02%	61
2017 Q2	$46K	Hold	314	–	–	0.02%	63
2017 Q1	$52K	Buy	+314	New	+$52.7K	0.02%	68
2016 Q2	–	Sell	-418	Closed	-$61K	–	117
2016 Q1	$61K	Buy	+418	New	+$53.4K	0.03%	59

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

America First Investment Advisors's IBM Position: Q4 2019 in Review

America First Investment Advisors sold out of IBM (IBM) in Q4 2019, closing a stake of 314 shares — an estimated $44K sold.

America First Investment Advisors first reported a position in IBM in Q1 2016 and held it in 12 quarters. The position peaked at $61K in Q1 2016. 2,075 funds tracked by Wall St. Rank hold IBM as of Q4 2019.

America First Investment Advisors reported no remaining IBM position as of Q4 2019 after selling out during the quarter.
America First Investment Advisors sold 314 IBM shares in Q4 2019, an estimated $44K.
America First Investment Advisors first reported a position in IBM in Q1 2016 and held it in 12 quarters.
America First Investment Advisors's IBM position peaked at $61K in Q1 2016.
2,075 funds tracked by Wall St. Rank held IBM as of Q4 2019.

Based on America First Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.