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Asset Planning Services (Pennsylvania)’s IBM IBM Stock Holding History

Asset Planning Services (Pennsylvania)’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
-407
Closed -$57K – 156
2019
Q3 		$57K Buy
407
+3
+0.7% +$405 0.02% 128
2019
Q2 		$53K Buy
404
+2
+0.5% +$263 0.02% 130
2019
Q1 		$54K Buy
402
+6
+2% +$765 0.03% 126
2018
Q4 		$43K Buy
396
+5
+1% +$600 0.02% 133
2018
Q3 		$47K Buy
391
+4
+1% +$559 0.02% 133
2018
Q2 		$52K Sell
387
-128
-25% -$17.9K 0.03% 125
2018
Q1 		$76K Sell
515
-393
-43% -$59.5K 0.04% 106
2017
Q4 		$133K Sell
908
-458
-34% -$66.6K 0.07% 88
2017
Q3 		$189K Buy
1,366
+62
+5% +$8.64K 0.1% 71
2017
Q2 		$192K Buy
1,304
+60
+5% +$9.05K 0.12% 70
2017
Q1 		$207K Sell
1,244
-411
-25% -$68.9K 0.14% 65
2016
Q4 		$263K Buy
1,655
+1
+0.1% +$152 0.21% 54
2016
Q3 		$251K Sell
1,654
-835
-34% -$127K 0.21% 55
2016
Q2 		$361K Buy
2,489
+2
+0.1% +$286 0.31% 44
2016
Q1 		$360K Buy
2,487
+1,470
+145% +$188K 0.33% 43
2015
Q4 		$134K Buy
1,017
+524
+106% +$70.4K 0.13% 67
2015
Q3 		$68K Buy
493
+1
+0.2% +$148 0.07% 88
2015
Q2 		$76K Buy
+492
New +$79.1K 0.07% 90

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s IBM Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of IBM (IBM) in Q4 2019, closing a stake of 407 shares — an estimated $57K sold.

Asset Planning Services (Pennsylvania) first reported a position in IBM in Q2 2015 and held it in 18 quarters. The position peaked at $361K in Q2 2016. 2,076 funds tracked by Wall St. Rank hold IBM as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining IBM position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 407 IBM shares in Q4 2019, an estimated $57K.
  • Asset Planning Services (Pennsylvania) first reported a position in IBM in Q2 2015 and held it in 18 quarters.
  • Asset Planning Services (Pennsylvania)'s IBM position peaked at $361K in Q2 2016.
  • 2,076 funds tracked by Wall St. Rank held IBM as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.