Catamount Wealth Management’s IBM IBM Stock Holding History

Catamount Wealth 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	$226K	Buy	1,674 +1,256	+300%	+$160K	0.13%	46
2018 Q4	$54K	Hold	418	–	–	0.04%	70
2018 Q3	$60K	Hold	418	–	–	0.03%	74
2018 Q2	$58K	Sell	418 -210	-33%	-$29.3K	0.03%	70
2018 Q1	$92K	Hold	628	–	–	0.05%	59
2017 Q4	$92K	Hold	628	–	–	0.05%	57
2017 Q3	$87K	Hold	628	–	–	0.05%	55
2017 Q2	$92K	Sell	628 -1,836	-75%	-$277K	0.06%	61
2017 Q1	$410K	Hold	2,464	–	–	0.28%	29
2016 Q4	$391K	Hold	2,464	–	–	0.32%	29
2016 Q3	$370K	Sell	2,464 -183	-7%	-$27.8K	0.32%	27
2016 Q2	$384K	Buy	2,647 +447	+20%	+$64K	0.44%	23
2016 Q1	$319K	Hold	2,200	–	–	0.37%	21
2015 Q4	$289K	Sell	2,200 -324	-13%	-$43.5K	0.26%	22
2015 Q3	$350K	Hold	2,524	–	–	0.35%	18
2015 Q2	$393K	Sell	2,524 -99	-4%	-$15.9K	0.3%	28
2015 Q1	$403K	Sell	2,623 -131	-5%	-$19.9K	0.33%	29
2014 Q4	$422K	Buy	+2,754	New	+$438K	0.4%	28

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

Catamount Wealth Management's IBM Position: Q1 2019 in Review

Catamount Wealth Management increased its IBM (IBM) stake by 300% in Q1 2019, buying an estimated $160K and bringing the position to 1,674 shares worth $226K. The position accounts for 0.13% of the portfolio, ranked #46.

Catamount Wealth Management first reported a position in IBM in Q4 2014 and has held it in 18 quarters since. The position peaked at $422K in Q4 2014. 1,974 funds tracked by Wall St. Rank hold IBM as of Q1 2019.

Catamount Wealth Management held 1,674 shares of IBM worth $226K as of Q1 2019.
Catamount Wealth Management bought 1,256 IBM shares in Q1 2019, an estimated $160K.
IBM made up 0.13% of Catamount Wealth Management's portfolio in Q1 2019, its #46 holding.
Catamount Wealth Management first reported a position in IBM in Q4 2014 and has held it in 18 quarters since.
Catamount Wealth Management's IBM position peaked at $422K in Q4 2014.
1,974 funds tracked by Wall St. Rank held IBM as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.