ArchPoint Investors’s IBM IBM Stock Holding History

ArchPoint Investors’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 Q4	–	Sell	-4,963	Closed	-$717K	–	116
2018 Q3	$717K	Hold	4,963	–	–	0.19%	55
2018 Q2	$663K	Sell	4,963 -607	-11%	-$84.7K	0.19%	53
2018 Q1	$817K	Buy	5,570 +1,637	+42%	+$248K	0.24%	50
2017 Q4	$577K	Buy	+3,933	New	+$572K	0.18%	58
2016 Q1	–	Sell	-8,180	Closed	-$1.08M	–	156
2015 Q4	$1.08M	Buy	+8,180	New	+$1.1M	0.76%	30

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

Norges Bank Oslo, Norway $935B AUM

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

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

ArchPoint Investors's IBM Position: Q4 2018 in Review

ArchPoint Investors sold out of IBM (IBM) in Q4 2018, closing a stake of 4,963 shares — an estimated $717K sold.

ArchPoint Investors first reported a position in IBM in Q4 2015 and held it in 5 quarters. The position peaked at $1.08M in Q4 2015. 1,908 funds tracked by Wall St. Rank hold IBM as of Q4 2018.

ArchPoint Investors reported no remaining IBM position as of Q4 2018 after selling out during the quarter.
ArchPoint Investors sold 4,963 IBM shares in Q4 2018, an estimated $717K.
ArchPoint Investors first reported a position in IBM in Q4 2015 and held it in 5 quarters.
ArchPoint Investors's IBM position peaked at $1.08M in Q4 2015.
1,908 funds tracked by Wall St. Rank held IBM as of Q4 2018.

Based on ArchPoint Investors's 13F filing for Q4 2018, filed 14 Feb 2019.