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Edge Advisors’s IBM IBM Stock Holding History

Edge 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 		$3.68M Sell
27,567
-1,087
-4% -$152K 0.33% 80
2018
Q1 		$4.2M Buy
28,654
+7,544
+36% +$1.14M 0.4% 66
2017
Q4 		$3.1M Buy
21,110
+18,174
+619% +$2.64M 0.3% 86
2017
Q3 		$406K Sell
2,936
-1,553
-35% -$216K 0.04% 234
2017
Q2 		$659K Sell
4,489
-746
-14% -$112K 0.08% 188
2017
Q1 		$870K Buy
5,235
+392
+8% +$65.7K 0.11% 168
2016
Q4 		$768K Buy
+4,843
New +$738K 0.1% 170

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Edge Advisors's IBM Position: Q2 2018 in Review

Edge Advisors reduced its IBM (IBM) stake by 3.8% in Q2 2018, selling an estimated $152K and leaving 27,567 shares worth $3.68M. The position accounts for 0.33% of the portfolio, ranked #80.

Edge Advisors first reported a position in IBM in Q4 2016 and has held it in 7 quarters since. The position peaked at $4.2M in Q1 2018. 1,945 funds tracked by Wall St. Rank hold IBM as of Q2 2018.

  • Edge Advisors held 27,567 shares of IBM worth $3.68M as of Q2 2018.
  • Edge Advisors sold 1,087 IBM shares in Q2 2018, an estimated $152K.
  • IBM made up 0.33% of Edge Advisors's portfolio in Q2 2018, its #80 holding.
  • Edge Advisors first reported a position in IBM in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's IBM position peaked at $4.2M in Q1 2018.
  • 1,945 funds tracked by Wall St. Rank held IBM as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.