Cowen Inc’s IBM IBM Stock Holding History

Cowen Inc’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	-3,452	Closed	-$499K	–	389
2018 Q3	$499K	Sell	3,452 -1,203	-26%	-$168K	0.05%	188
2018 Q2	$622	Buy	4,655 +732	+19%	+$102K	0.03%	252
2018 Q1	$575K	Buy	3,923 +105	+3%	+$15.9K	﹤0.01%	125
2017 Q4	$560K	Sell	3,818 -366	-9%	-$53.2K	﹤0.01%	187
2017 Q3	$580K	Sell	4,184 -523	-11%	-$72.9K	0.02%	157
2017 Q2	$692K	Hold	4,707	–	–	0.04%	198
2017 Q1	$784K	Hold	4,707	–	–	0.04%	144
2016 Q4	$747K	Hold	4,707	–	–	0.03%	161
2016 Q3	$715K	Hold	4,707	–	–	0.04%	165
2016 Q2	$683K	Hold	4,707	–	–	0.04%	143
2016 Q1	$682K	Hold	4,707	–	–	0.03%	163
2015 Q4	$619K	Hold	4,707	–	–	0.05%	181
2015 Q3	$652K	Sell	4,707 -952	-17%	-$141K	0.04%	165
2015 Q2	$880K	Hold	5,659	–	–	0.05%	164
2015 Q1	$868K	Buy	5,659 +952	+20%	+$144K	0.07%	148
2014 Q4	$722K	Hold	4,707	–	–	0.06%	140
2014 Q3	$854K	Hold	4,707	–	–	0.09%	151
2014 Q2	$816K	Sell	4,707 -523	-10%	-$94.1K	0.09%	154
2014 Q1	$962K	Buy	5,230 +523	+11%	+$92.1K	0.12%	111
2013 Q4	$844K	Hold	4,707	–	–	0.14%	131
2013 Q3	$833K	Hold	4,707	–	–	0.12%	109
2013 Q2	$860K	Buy	+4,707	New	+$917K	0.09%	130

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

Cowen Inc's IBM Position: Q4 2018 in Review

Cowen Inc sold out of IBM (IBM) in Q4 2018, closing a stake of 3,452 shares — an estimated $499K sold.

Cowen Inc first reported a position in IBM in Q2 2013 and held it in 22 quarters. The position peaked at $962K in Q1 2014. 1,907 funds tracked by Wall St. Rank hold IBM as of Q4 2018.

Cowen Inc reported no remaining IBM position as of Q4 2018 after selling out during the quarter.
Cowen Inc sold 3,452 IBM shares in Q4 2018, an estimated $499K.
Cowen Inc first reported a position in IBM in Q2 2013 and held it in 22 quarters.
Cowen Inc's IBM position peaked at $962K in Q1 2014.
1,907 funds tracked by Wall St. Rank held IBM as of Q4 2018.

Based on Cowen Inc's 13F filing for Q4 2018, filed 14 Feb 2019.