Exchange Capital Management’s IBM IBM Stock Holding History

Exchange Capital 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 Q4	–	Sell	-157	Closed	-$23K	–	187
2018 Q3	$23K	Buy	+157	New	+$21.9K	0.01%	199
2017 Q3	–	Sell	-52	Closed	-$8K	–	249
2017 Q2	$8K	Hold	52	–	–	﹤0.01%	184
2017 Q1	$9K	Hold	52	–	–	﹤0.01%	176
2016 Q4	$8K	Hold	52	–	–	﹤0.01%	163
2016 Q3	$8K	Hold	52	–	–	﹤0.01%	184
2016 Q2	$8K	Buy	+52	New	+$7.44K	﹤0.01%	184
2015 Q1	–	Sell	-16	Closed	-$2K	–	191
2014 Q4	$2K	Buy	+16	New	+$2.55K	﹤0.01%	287
2014 Q3	–	Sell	-71	Closed	-$12K	–	233
2014 Q2	$12K	Hold	71	–	–	0.01%	158
2014 Q1	$13K	Hold	71	–	–	0.01%	167
2013 Q4	$13K	Sell	71 -26	-27%	-$4.48K	0.01%	137
2013 Q3	$17K	Sell	97 -248	-72%	-$45.1K	0.01%	116
2013 Q2	$63K	Buy	+345	New	+$67.2K	0.04%	84

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Exchange Capital Management's IBM Position: Q4 2018 in Review

Exchange Capital Management sold out of IBM (IBM) in Q4 2018, closing a stake of 157 shares — an estimated $23K sold.

Exchange Capital Management first reported a position in IBM in Q2 2013 and held it in 12 quarters. The position peaked at $63K in Q2 2013. 1,907 funds tracked by Wall St. Rank hold IBM as of Q4 2018.

Exchange Capital Management reported no remaining IBM position as of Q4 2018 after selling out during the quarter.
Exchange Capital Management sold 157 IBM shares in Q4 2018, an estimated $23K.
Exchange Capital Management first reported a position in IBM in Q2 2013 and held it in 12 quarters.
Exchange Capital Management's IBM position peaked at $63K in Q2 2013.
1,907 funds tracked by Wall St. Rank held IBM as of Q4 2018.

Based on Exchange Capital Management's 13F filing for Q4 2018, filed 1 Feb 2019.