Gideon Capital Advisors’s IBM IBM Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-28,401	Closed	-$3.64M	–	93
2019 Q4	$3.64M	Buy	+28,401	New	+$3.69M	1.25%	7
2018 Q3	–	Sell	-5,685	Closed	-$759K	–	410
2018 Q2	$759K	Buy	+5,685	New	+$793K	0.38%	68
2016 Q4	–	Sell	-4,966	Closed	-$754K	–	430
2016 Q3	$754K	Buy	4,966 +1,035	+26%	+$157K	0.46%	75
2016 Q2	$570K	Buy	+3,931	New	+$563K	0.33%	96
2016 Q1	–	Sell	-2,378	Closed	-$313K	–	184
2015 Q4	$313K	Buy	2,378 +612	+35%	+$82.2K	0.23%	138
2015 Q3	$245K	Buy	+1,766	New	+$261K	0.14%	176
2014 Q4	–	Sell	-5,832	Closed	-$1.06M	–	245
2014 Q3	$1.06M	Buy	+5,832	New	+$1.06M	0.41%	82

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Gideon Capital Advisors's IBM Position: Q1 2020 in Review

Gideon Capital Advisors sold out of IBM (IBM) in Q1 2020, closing a stake of 28,401 shares — an estimated $3.64M sold.

Gideon Capital Advisors first reported a position in IBM in Q3 2014 and held it in 7 quarters. The position peaked at $3.64M in Q4 2019. 1,974 funds tracked by Wall St. Rank hold IBM as of Q1 2020.

Gideon Capital Advisors reported no remaining IBM position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 28,401 IBM shares in Q1 2020, an estimated $3.64M.
Gideon Capital Advisors first reported a position in IBM in Q3 2014 and held it in 7 quarters.
Gideon Capital Advisors's IBM position peaked at $3.64M in Q4 2019.
1,974 funds tracked by Wall St. Rank held IBM as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.