Clarfeld Financial Advisors’s IBM IBM Stock Holding History

Clarfeld Financial 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	$33K	Buy	+303	New	+$36.4K	0.03%	125

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clarfeld Financial Advisors's IBM Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in IBM (IBM) in Q4 2018: 303 shares worth $33K. The stake represents 0.03% of the portfolio and ranks #125 among its holdings.

1,908 funds tracked by Wall St. Rank hold IBM as of Q4 2018.

Clarfeld Financial Advisors held 303 shares of IBM worth $33K as of Q4 2018.
IBM was a new Clarfeld Financial Advisors position in Q4 2018.
IBM made up 0.03% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #125 holding.
1,908 funds tracked by Wall St. Rank held IBM as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.