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Cypress Wealth Advisors’s IBM IBM Stock Holding History

Cypress Wealth 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
2019
Q1 		$543K Sell
4,028
-276
-6% -$35.2K 0.62% 49
2018
Q4 		$468K Buy
4,304
+276
+7% +$33.1K 0.64% 44
2018
Q3 		$582K Hold
4,028
– – 0.61% 50
2018
Q2 		$538K Sell
4,028
-465
-10% -$64.9K 0.58% 52
2018
Q1 		$659K Buy
4,493
+212
+5% +$32.1K 0.71% 46
2017
Q4 		$628K Buy
4,281
+33
+0.8% +$4.8K 0.6% 50
2017
Q3 		$589K Sell
4,248
-270
-6% -$37.6K 0.95% 30
2017
Q2 		$664K Sell
4,518
-1,994
-31% -$301K 0.78% 36
2017
Q1 		$1.08M Sell
6,512
-51
-0.8% -$8.55K 0.49% 46
2016
Q4 		$1.04M Buy
6,563
+252
+4% +$38.4K 0.48% 50
2016
Q3 		$958K Buy
6,311
+138
+2% +$20.9K 0.43% 53
2016
Q2 		$896K Buy
6,173
+200
+3% +$28.6K 0.44% 56
2016
Q1 		$865K Buy
5,973
+138
+2% +$17.6K 0.4% 51
2015
Q4 		$768K Sell
5,835
-285
-5% -$38.3K 0.39% 57
2015
Q3 		$848K Buy
6,120
+841
+16% +$124K 0.46% 50
2015
Q2 		$821K Buy
+5,279
New +$848K 0.48% 55

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cypress Wealth Advisors's IBM Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its IBM (IBM) stake by 6.4% in Q1 2019, selling an estimated $35.2K and leaving 4,028 shares worth $543K. The position accounts for 0.62% of the portfolio, ranked #49.

Cypress Wealth Advisors first reported a position in IBM in Q2 2015 and has held it in 16 quarters since. The position peaked at $1.08M in Q1 2017. 1,974 funds tracked by Wall St. Rank hold IBM as of Q1 2019.

  • Cypress Wealth Advisors held 4,028 shares of IBM worth $543K as of Q1 2019.
  • Cypress Wealth Advisors sold 276 IBM shares in Q1 2019, an estimated $35.2K.
  • IBM made up 0.62% of Cypress Wealth Advisors's portfolio in Q1 2019, its #49 holding.
  • Cypress Wealth Advisors first reported a position in IBM in Q2 2015 and has held it in 16 quarters since.
  • Cypress Wealth Advisors's IBM position peaked at $1.08M in Q1 2017.
  • 1,974 funds tracked by Wall St. Rank held IBM as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.