Cypress Asset Management’s IBM IBM Stock Holding History

Cypress Asset Management’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 Q1	–	Sell	-1,674	Closed	-$245K	–	182
2017 Q4	$245K	Hold	1,674	–	–	0.05%	171
2017 Q3	$232K	Sell	1,674 -851	-34%	-$119K	0.05%	181
2017 Q2	$371K	Hold	2,525	–	–	0.08%	146
2017 Q1	$420K	Hold	2,525	–	–	0.08%	154
2016 Q4	$401K	Sell	2,525 -16	-0.6%	-$2.44K	0.08%	155
2016 Q3	$386K	Hold	2,541	–	–	0.08%	153
2016 Q2	$369K	Hold	2,541	–	–	0.07%	152
2016 Q1	$368K	Hold	2,541	–	–	0.07%	153
2015 Q4	$334K	Hold	2,541	–	–	0.07%	154
2015 Q3	$352K	Hold	2,541	–	–	0.07%	148
2015 Q2	$395K	Hold	2,541	–	–	0.07%	150
2015 Q1	$390K	Sell	2,541 -993	-28%	-$151K	0.07%	151
2014 Q4	$542K	Sell	3,534 -803	-19%	-$128K	0.1%	132
2014 Q3	$787K	Hold	4,337	–	–	0.14%	113
2014 Q2	$752K	Sell	4,337 -130	-3%	-$23.4K	0.13%	113
2014 Q1	$822K	Sell	4,467 -523	-10%	-$92.1K	0.15%	111
2013 Q4	$895K	Buy	4,990 +231	+5%	+$39.8K	0.16%	112
2013 Q3	$843K	Buy	4,759 +1,020	+27%	+$185K	0.16%	110
2013 Q2	$683K	Buy	+3,739	New	+$728K	0.13%	117

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cypress Asset Management's IBM Position: Q1 2018 in Review

Cypress Asset Management sold out of IBM (IBM) in Q1 2018, closing a stake of 1,674 shares — an estimated $245K sold.

Cypress Asset Management first reported a position in IBM in Q2 2013 and held it in 19 quarters. The position peaked at $895K in Q4 2013. 1,969 funds tracked by Wall St. Rank hold IBM as of Q1 2018.

Cypress Asset Management reported no remaining IBM position as of Q1 2018 after selling out during the quarter.
Cypress Asset Management sold 1,674 IBM shares in Q1 2018, an estimated $245K.
Cypress Asset Management first reported a position in IBM in Q2 2013 and held it in 19 quarters.
Cypress Asset Management's IBM position peaked at $895K in Q4 2013.
1,969 funds tracked by Wall St. Rank held IBM as of Q1 2018.

Based on Cypress Asset Management's 13F filing for Q1 2018, filed 14 May 2018.