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	-3,766	Closed	-$39K	–	388
2018 Q3	$39K	Sell	3,766 -418	-10%	-$58.4K	﹤0.01%	374
2018 Q2	$26	Buy	4,184 +2,615	+167%	+$365K	﹤0.01%	431
2018 Q1	$230K	Sell	1,569 -418	-21%	-$63.2K	﹤0.01%	174
2017 Q4	$291K	Buy	+1,987	New	+$289K	﹤0.01%	237

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.