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Clear Perspective Advisors’s IBM IBM Stock Holding History

Clear Perspective 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
Q3 		– Sell
-1,166
Closed -$156K – 268
2018
Q2 		$156K Buy
1,166
+15
+1% +$2.09K 0.11% 160
2018
Q1 		$169K Sell
1,151
-10
-0.9% -$1.51K 0.13% 146
2017
Q4 		$170K Hold
1,161
– – 0.13% 146
2017
Q3 		$161K Hold
1,161
– – 0.13% 145
2017
Q2 		$171K Sell
1,161
-13
-1% -$1.96K 0.14% 129
2017
Q1 		$195K Hold
1,174
– – 0.13% 121
2016
Q4 		$186K Buy
+1,174
New +$179K 0.12% 130

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Clear Perspective Advisors's IBM Position: Q3 2018 in Review

Clear Perspective Advisors sold out of IBM (IBM) in Q3 2018, closing a stake of 1,166 shares — an estimated $156K sold.

Clear Perspective Advisors first reported a position in IBM in Q4 2016 and held it in 7 quarters. The position peaked at $195K in Q1 2017. 1,923 funds tracked by Wall St. Rank hold IBM as of Q3 2018.

  • Clear Perspective Advisors reported no remaining IBM position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 1,166 IBM shares in Q3 2018, an estimated $156K.
  • Clear Perspective Advisors first reported a position in IBM in Q4 2016 and held it in 7 quarters.
  • Clear Perspective Advisors's IBM position peaked at $195K in Q1 2017.
  • 1,923 funds tracked by Wall St. Rank held IBM as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.