Glovista Investments’s IBM IBM Stock Holding History

Glovista 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
2019 Q2	–	Sell	-1,492	Closed	-$201K	–	98
2019 Q1	$201K	Buy	+1,492	New	+$190K	0.06%	79
2018 Q4	–	Sell	-1,764	Closed	-$255K	–	97
2018 Q3	$255K	Hold	1,764	–	–	0.07%	88
2018 Q2	$236K	Hold	1,764	–	–	0.06%	97
2018 Q1	$259K	Hold	1,764	–	–	0.06%	77
2017 Q4	$259K	Hold	1,764	–	–	0.05%	87
2017 Q3	$245K	Hold	1,764	–	–	0.05%	94
2017 Q2	$259K	Sell	1,764 -104	-6%	-$15.7K	0.06%	96
2017 Q1	$311K	Sell	1,868 -303	-14%	-$50.8K	0.07%	93
2016 Q4	$345K	Sell	2,171 -53	-2%	-$8.07K	0.06%	70
2016 Q3	$338K	Hold	2,224	–	–	0.07%	69
2016 Q2	$323K	Hold	2,224	–	–	0.06%	76
2016 Q1	$322K	Hold	2,224	–	–	0.05%	68
2015 Q4	$293K	Sell	2,224 -261	-11%	-$35.1K	0.05%	62
2015 Q3	$344K	Hold	2,485	–	–	0.05%	53
2015 Q2	$386K	Hold	2,485	–	–	0.04%	59
2015 Q1	$381K	Sell	2,485 -471	-16%	-$71.4K	0.04%	66
2014 Q4	$453K	Hold	2,956	–	–	0.06%	58
2014 Q3	$536K	Sell	2,956 -261	-8%	-$47.5K	0.07%	52
2014 Q2	$558K	Sell	3,217 -857	-21%	-$154K	0.08%	56
2014 Q1	$750K	Hold	4,074	–	–	0.13%	52
2013 Q4	$731K	Buy	4,074 +2,563	+170%	+$442K	0.12%	39
2013 Q3	$268K	Hold	1,511	–	–	0.05%	60
2013 Q2	$276K	Buy	+1,511	New	+$294K	0.06%	41

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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

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

Glovista Investments's IBM Position: Q2 2019 in Review

Glovista Investments sold out of IBM (IBM) in Q2 2019, closing a stake of 1,492 shares — an estimated $201K sold.

Glovista Investments first reported a position in IBM in Q2 2013 and held it in 23 quarters. The position peaked at $750K in Q1 2014. 1,950 funds tracked by Wall St. Rank hold IBM as of Q2 2019.

Glovista Investments reported no remaining IBM position as of Q2 2019 after selling out during the quarter.
Glovista Investments sold 1,492 IBM shares in Q2 2019, an estimated $201K.
Glovista Investments first reported a position in IBM in Q2 2013 and held it in 23 quarters.
Glovista Investments's IBM position peaked at $750K in Q1 2014.
1,950 funds tracked by Wall St. Rank held IBM as of Q2 2019.

Based on Glovista Investments's 13F filing for Q2 2019, filed 14 Aug 2019.