Clearwater Capital Advisors’s IBM IBM Stock Holding History

Clearwater Capital 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 Q2	–	Sell	-67	Closed	-$10K	–	343
2018 Q1	$10K	Buy	+67	New	+$10.1K	﹤0.01%	478

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Clearwater Capital Advisors's IBM Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of IBM (IBM) in Q2 2018, closing a stake of 67 shares — an estimated $10K sold.

Clearwater Capital Advisors first reported a position in IBM in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 1,946 funds tracked by Wall St. Rank hold IBM as of Q2 2018.

Clearwater Capital Advisors reported no remaining IBM position as of Q2 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 67 IBM shares in Q2 2018, an estimated $10K.
Clearwater Capital Advisors first reported a position in IBM in Q1 2018 and held it in 1 quarter.
Clearwater Capital Advisors's IBM position peaked at $10K in Q1 2018.
1,946 funds tracked by Wall St. Rank held IBM as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.