Aviance Capital Management’s IBM IBM Stock Holding History

Aviance Capital 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 Q1	$7.93M	Buy	58,794 +57,402	+4,124%	+$7.32M	1.19%	25
2018 Q4	$151K	Sell	1,392 -79,072	-98%	-$9.49M	0.02%	163
2018 Q3	$11.6M	Sell	80,464 -4,616	-5%	-$645K	1.14%	25
2018 Q2	$11.4M	Sell	85,080 -3,153	-4%	-$440K	0.95%	27
2018 Q1	$12.9M	Buy	88,233 +36,146	+69%	+$5.47M	1%	26
2017 Q4	$7.64M	Buy	52,087 +45,038	+639%	+$6.55M	0.54%	48
2017 Q3	$978K	Buy	+7,049	New	+$982K	0.07%	120
2014 Q3	–	Sell	-1,613	Closed	-$280K	–	298
2014 Q2	$280K	Sell	1,613 -52	-3%	-$9.36K	0.01%	264
2014 Q1	$306K	Buy	1,665 +1,468	+745%	+$258K	0.02%	246
2013 Q4	$35K	Buy	197 +11	+6%	+$1.9K	0.02%	244
2013 Q3	$33K	Buy	186 +27	+17%	+$4.91K	0.02%	232
2013 Q2	$29K	Buy	+159	New	+$31K	0.02%	224

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Aviance Capital Management's IBM Position: Q1 2019 in Review

Aviance Capital Management increased its IBM (IBM) stake by 4,124% in Q1 2019, buying an estimated $7.32M and bringing the position to 58,794 shares worth $7.93M. The position accounts for 1.19% of the portfolio, ranked #25.

Aviance Capital Management first reported a position in IBM in Q2 2013 and has held it in 12 quarters since. The position peaked at $12.9M in Q1 2018. 1,975 funds tracked by Wall St. Rank hold IBM as of Q1 2019.

Aviance Capital Management held 58,794 shares of IBM worth $7.93M as of Q1 2019.
Aviance Capital Management bought 57,402 IBM shares in Q1 2019, an estimated $7.32M.
IBM made up 1.19% of Aviance Capital Management's portfolio in Q1 2019, its #25 holding.
Aviance Capital Management first reported a position in IBM in Q2 2013 and has held it in 12 quarters since.
Aviance Capital Management's IBM position peaked at $12.9M in Q1 2018.
1,975 funds tracked by Wall St. Rank held IBM as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.