B. Riley Financial’s IBM IBM Stock Holding History

B. Riley Financial’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 Q3	–	Sell	-6,914	Closed	-$932K	–	230
2018 Q2	$932K	Sell	6,914 -194	-3%	-$27.1K	0.24%	77
2018 Q1	$1.04M	Buy	7,108 +5,226	+278%	+$791K	0.29%	87
2017 Q4	$276K	Buy	1,882 +40	+2%	+$5.82K	0.07%	237
2017 Q3	$255K	Buy	+1,842	New	+$257K	0.07%	237

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

B. Riley Financial's IBM Position: Q3 2018 in Review

B. Riley Financial sold out of IBM (IBM) in Q3 2018, closing a stake of 6,914 shares — an estimated $932K sold.

B. Riley Financial first reported a position in IBM in Q3 2017 and held it in 4 quarters. The position peaked at $1.04M in Q1 2018. 1,924 funds tracked by Wall St. Rank hold IBM as of Q3 2018.

B. Riley Financial reported no remaining IBM position as of Q3 2018 after selling out during the quarter.
B. Riley Financial sold 6,914 IBM shares in Q3 2018, an estimated $932K.
B. Riley Financial first reported a position in IBM in Q3 2017 and held it in 4 quarters.
B. Riley Financial's IBM position peaked at $1.04M in Q1 2018.
1,924 funds tracked by Wall St. Rank held IBM as of Q3 2018.

Based on B. Riley Financial's 13F filing for Q3 2018, filed 13 Nov 2018.