Bredin Investment’s IBM IBM Stock Holding History

Bredin Investment’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	-1,970	Closed	-$285K	–	78
2018 Q3	$285K	Hold	1,970	–	–	0.23%	72
2018 Q2	$263K	Hold	1,970	–	–	0.2%	72
2018 Q1	$289K	Hold	1,970	–	–	0.25%	71
2017 Q4	$290K	Buy	+1,970	New	+$286K	0.23%	73

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

Bredin Investment's IBM Position: Q4 2018 in Review

Bredin Investment sold out of IBM (IBM) in Q4 2018, closing a stake of 1,970 shares — an estimated $285K sold.

Bredin Investment first reported a position in IBM in Q4 2017 and held it in 4 quarters. The position peaked at $290K in Q4 2017. 1,907 funds tracked by Wall St. Rank hold IBM as of Q4 2018.

Bredin Investment reported no remaining IBM position as of Q4 2018 after selling out during the quarter.
Bredin Investment sold 1,970 IBM shares in Q4 2018, an estimated $285K.
Bredin Investment first reported a position in IBM in Q4 2017 and held it in 4 quarters.
Bredin Investment's IBM position peaked at $290K in Q4 2017.
1,907 funds tracked by Wall St. Rank held IBM as of Q4 2018.

Based on Bredin Investment's 13F filing for Q4 2018, filed 5 Feb 2019.