Ballew Advisors’s IBM IBM Stock Holding History

Ballew Advisors’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	-565	Closed	-$67K	–	252
2018 Q3	$67K	Buy	565 +303	+116%	+$42.3K	0.06%	141
2018 Q2	$35K	Buy	262 +11	+4%	+$1.53K	0.04%	186
2018 Q1	$37K	Buy	+251	New	+$38K	0.03%	184

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

Ballew Advisors's IBM Position: Q4 2018 in Review

Ballew Advisors sold out of IBM (IBM) in Q4 2018, closing a stake of 565 shares — an estimated $67K sold.

Ballew Advisors first reported a position in IBM in Q1 2018 and held it in 3 quarters. The position peaked at $67K in Q3 2018. 1,907 funds tracked by Wall St. Rank hold IBM as of Q4 2018.

Ballew Advisors reported no remaining IBM position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 565 IBM shares in Q4 2018, an estimated $67K.
Ballew Advisors first reported a position in IBM in Q1 2018 and held it in 3 quarters.
Ballew Advisors's IBM position peaked at $67K in Q3 2018.
1,907 funds tracked by Wall St. Rank held IBM as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.