Chessman Wealth Strategies RIA’s IBM IBM Stock Holding History

Chessman Wealth Strategies RIA’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	-500	Closed	-$72K	–	90
2018 Q3	$72K	Buy	+500	New	+$69.9K	0.06%	49

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

Chessman Wealth Strategies RIA's IBM Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of IBM (IBM) in Q4 2018, closing a stake of 500 shares — an estimated $72K sold.

Chessman Wealth Strategies RIA first reported a position in IBM in Q3 2018 and held it in 1 quarter. The position peaked at $72K in Q3 2018. 1,907 funds tracked by Wall St. Rank hold IBM as of Q4 2018.

Chessman Wealth Strategies RIA reported no remaining IBM position as of Q4 2018 after selling out during the quarter.
Chessman Wealth Strategies RIA sold 500 IBM shares in Q4 2018, an estimated $72K.
Chessman Wealth Strategies RIA first reported a position in IBM in Q3 2018 and held it in 1 quarter.
Chessman Wealth Strategies RIA's IBM position peaked at $72K in Q3 2018.
1,907 funds tracked by Wall St. Rank held IBM as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.