Elkhorn Investments’s IBM IBM Stock Holding History

Elkhorn Investments’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
2017 Q4	–	Sell	-9,531	Closed	-$1.32M	–	110
2017 Q3	$1.32M	Buy	9,531 +1,324	+16%	+$184K	0.98%	50
2017 Q2	$1.14M	Buy	+8,207	New	+$1.24M	0.89%	89

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Elkhorn Investments's IBM Position: Q4 2017 in Review

Elkhorn Investments sold out of IBM (IBM) in Q4 2017, closing a stake of 9,531 shares — an estimated $1.32M sold.

Elkhorn Investments first reported a position in IBM in Q2 2017 and held it in 2 quarters. The position peaked at $1.32M in Q3 2017. 1,975 funds tracked by Wall St. Rank hold IBM as of Q4 2017.

Elkhorn Investments reported no remaining IBM position as of Q4 2017 after selling out during the quarter.
Elkhorn Investments sold 9,531 IBM shares in Q4 2017, an estimated $1.32M.
Elkhorn Investments first reported a position in IBM in Q2 2017 and held it in 2 quarters.
Elkhorn Investments's IBM position peaked at $1.32M in Q3 2017.
1,975 funds tracked by Wall St. Rank held IBM as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.