First Western Capital Management’s IBM IBM Stock Holding History

First Western 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
2019 Q4	–	Sell	-1,531	Closed	-$213K	–	24
2019 Q3	$213K	Sell	1,531 -358	-19%	-$48.3K	3.32%	22
2019 Q2	$249K	Sell	1,889 -21	-1%	-$2.76K	3.3%	22
2019 Q1	$258K	Sell	1,910 -36	-2%	-$4.59K	3.67%	18
2018 Q4	$211K	Sell	1,946 -1,962	-50%	-$235K	1.92%	29
2018 Q3	$565K	Sell	3,908 -262	-6%	-$36.6K	2.54%	19
2018 Q2	$557K	Buy	+4,170	New	+$582K	2.52%	19
2015 Q3	–	Sell	-18,917	Closed	-$2.94M	–	118
2015 Q2	$2.94M	Sell	18,917 -2,093	-10%	-$336K	0.94%	50
2015 Q1	$3.22M	Buy	21,010 +559	+3%	+$84.8K	0.97%	43
2014 Q4	$3.14M	Buy	20,451 +652	+3%	+$104K	0.93%	40
2014 Q3	$3.59M	Buy	19,799 +149	+0.8%	+$27.1K	1.06%	36
2014 Q2	$3.4M	Buy	19,650 +39	+0.2%	+$7.02K	1.12%	33
2014 Q1	$3.61M	Buy	19,611 +741	+4%	+$130K	1.27%	31
2013 Q4	$3.38M	Buy	+18,870	New	+$3.25M	1.17%	32

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

First Western Capital Management's IBM Position: Q4 2019 in Review

First Western Capital Management sold out of IBM (IBM) in Q4 2019, closing a stake of 1,531 shares — an estimated $213K sold.

First Western Capital Management first reported a position in IBM in Q4 2013 and held it in 13 quarters. The position peaked at $3.61M in Q1 2014. 2,075 funds tracked by Wall St. Rank hold IBM as of Q4 2019.

First Western Capital Management reported no remaining IBM position as of Q4 2019 after selling out during the quarter.
First Western Capital Management sold 1,531 IBM shares in Q4 2019, an estimated $213K.
First Western Capital Management first reported a position in IBM in Q4 2013 and held it in 13 quarters.
First Western Capital Management's IBM position peaked at $3.61M in Q1 2014.
2,075 funds tracked by Wall St. Rank held IBM as of Q4 2019.

Based on First Western Capital Management's 13F filing for Q4 2019, filed 13 Feb 2020.