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Guardian Capital Advisors (Canada)’s IBM IBM Stock Holding History

Guardian Capital Advisors (Canada)’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
Q1 		– Sell
-19,920
Closed -$2.29M – 164
2018
Q4 		$2.29M Sell
19,920
-3,478
-15% -$417K 0.33% 66
2018
Q3 		$3.29M Sell
23,398
-528
-2% -$73.8K 0.45% 57
2018
Q2 		$3.33M Sell
23,926
-408
-2% -$56.9K 0.45% 59
2018
Q1 		$3.65M Buy
24,334
+1,156
+5% +$175K 0.51% 53
2017
Q4 		$3.6M Buy
23,178
+1,888
+9% +$275K 0.47% 59
2017
Q3 		$3.3M Buy
21,290
+1,444
+7% +$201K 0.45% 63
2017
Q2 		$2.92M Buy
19,846
+659
+3% +$99.4K 0.42% 65
2017
Q1 		$3.16M Sell
19,187
-57
-0.3% -$9.56K 0.45% 65
2016
Q4 		$3.1M Buy
19,244
+74
+0.4% +$11.3K 0.45% 62
2016
Q3 		$2.8M Sell
19,170
-633
-3% -$96.1K 0.5% 66
2016
Q2 		$2.76M Buy
19,803
+978
+5% +$140K 0.51% 64
2016
Q1 		$2.57M Buy
18,825
+853
+5% +$109K 0.48% 67
2015
Q4 		$2.22M Buy
17,972
+925
+5% +$124K 0.46% 69
2015
Q3 		$2.25M Buy
17,047
+309
+2% +$45.6K 0.47% 68
2015
Q2 		$2.62M Buy
16,738
+308
+2% +$49.5K 0.49% 67
2015
Q1 		$3.03M Buy
16,430
+461
+3% +$69.9K 0.46% 70
2014
Q4 		$2.73M Buy
15,969
+198
+1% +$31.5K 0.44% 67
2014
Q3 		$3.11M Sell
15,771
-177
-1% -$32.2K 0.52% 63
2014
Q2 		$2.82M Buy
15,948
+523
+3% +$94.1K 0.49% 65
2014
Q1 		$2.77M Sell
15,425
-1,941
-11% -$342K 0.53% 61
2013
Q4 		$3.13M Sell
17,366
-622
-3% -$107K 0.61% 56
2013
Q3 		$3.17M Sell
17,988
-1,663
-8% -$302K 0.68% 51
2013
Q2 		$3.58M Buy
+19,651
New +$3.83M 1.01% 34

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s IBM Position: Q1 2019 in Review

Guardian Capital Advisors (Canada) sold out of IBM (IBM) in Q1 2019, closing a stake of 19,920 shares — an estimated $2.29M sold.

Guardian Capital Advisors (Canada) first reported a position in IBM in Q2 2013 and held it in 23 quarters. The position peaked at $3.65M in Q1 2018. 1,974 funds tracked by Wall St. Rank hold IBM as of Q1 2019.

  • Guardian Capital Advisors (Canada) reported no remaining IBM position as of Q1 2019 after selling out during the quarter.
  • Guardian Capital Advisors (Canada) sold 19,920 IBM shares in Q1 2019, an estimated $2.29M.
  • Guardian Capital Advisors (Canada) first reported a position in IBM in Q2 2013 and held it in 23 quarters.
  • Guardian Capital Advisors (Canada)'s IBM position peaked at $3.65M in Q1 2018.
  • 1,974 funds tracked by Wall St. Rank held IBM as of Q1 2019.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q1 2019, filed 15 May 2019.