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Evanston Advisors’s IBM IBM Stock Holding History

Evanston 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
Q4 		– Sell
-60,685
Closed -$8.77M – 68
2018
Q3 		$8.77M Buy
60,685
+1,294
+2% +$181K 1.92% 19
2018
Q2 		$7.93M Buy
59,391
+3,515
+6% +$490K 1.79% 29
2018
Q1 		$8.2M Buy
+55,876
New +$8.45M 1.91% 22
2014
Q4 		– Sell
-31,130
Closed -$5.65M – 63
2014
Q3 		$5.65M Buy
31,130
+867
+3% +$158K 1.91% 22
2014
Q2 		$5.25M Buy
30,263
+951
+3% +$171K 1.82% 33
2014
Q1 		$5.39M Buy
29,312
+2,352
+9% +$414K 1.93% 17
2013
Q4 		$4.83M Buy
26,960
+3,220
+14% +$555K 1.82% 35
2013
Q3 		$4.2M Buy
23,740
+1,452
+7% +$264K 1.69% 35
2013
Q2 		$4.07M Buy
+22,288
New +$4.34M 1.81% 34

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

Evanston Advisors's IBM Position: Q4 2018 in Review

Evanston Advisors sold out of IBM (IBM) in Q4 2018, closing a stake of 60,685 shares — an estimated $8.77M sold.

Evanston Advisors first reported a position in IBM in Q2 2013 and held it in 9 quarters. The position peaked at $8.77M in Q3 2018. 1,907 funds tracked by Wall St. Rank hold IBM as of Q4 2018.

  • Evanston Advisors reported no remaining IBM position as of Q4 2018 after selling out during the quarter.
  • Evanston Advisors sold 60,685 IBM shares in Q4 2018, an estimated $8.77M.
  • Evanston Advisors first reported a position in IBM in Q2 2013 and held it in 9 quarters.
  • Evanston Advisors's IBM position peaked at $8.77M in Q3 2018.
  • 1,907 funds tracked by Wall St. Rank held IBM as of Q4 2018.

Based on Evanston Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.