AFNAS
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American Financial Network Advisory Services’s IBM IBM Stock Holding History

American Financial Network Advisory Services’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
2018
Q1 		– Sell
-243
Closed -$36K – 358
2017
Q4 		$36K Sell
243
-160
-40% -$23.3K 0.02% 369
2017
Q3 		$56K Buy
+403
New +$56.1K 0.02% 338

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Bank of America
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Financial Network Advisory Services's IBM Position: Q1 2018 in Review

American Financial Network Advisory Services sold out of IBM (IBM) in Q1 2018, closing a stake of 243 shares — an estimated $36K sold.

American Financial Network Advisory Services first reported a position in IBM in Q3 2017 and held it in 2 quarters. The position peaked at $56K in Q3 2017. 1,970 funds tracked by Wall St. Rank hold IBM as of Q1 2018.

  • American Financial Network Advisory Services reported no remaining IBM position as of Q1 2018 after selling out during the quarter.
  • American Financial Network Advisory Services sold 243 IBM shares in Q1 2018, an estimated $36K.
  • American Financial Network Advisory Services first reported a position in IBM in Q3 2017 and held it in 2 quarters.
  • American Financial Network Advisory Services's IBM position peaked at $56K in Q3 2017.
  • 1,970 funds tracked by Wall St. Rank held IBM as of Q1 2018.

Based on American Financial Network Advisory Services's 13F filing for Q1 2018, filed 15 May 2018.