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

Guardian Capital (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	-5,148	Closed	-$559K	–	190
2018 Q4	$559K	Sell	5,148 -2,030	-28%	-$244K	0.01%	118
2018 Q3	$1.04M	Buy	7,178 +907	+14%	+$127K	0.02%	118
2018 Q2	$838K	Sell	6,271 -2,241	-26%	-$313K	0.01%	125
2018 Q1	$1.25M	Buy	8,512 +1,835	+27%	+$278K	0.02%	124
2017 Q4	$979K	Buy	+6,677	New	+$971K	0.01%	125
2015 Q1	–	Sell	-1,884	Closed	-$289K	–	224
2014 Q4	$289K	Hold	1,884	–	–	﹤0.01%	209
2014 Q3	$342K	Hold	1,884	–	–	0.01%	195
2014 Q2	$326K	Sell	1,884 -334	-15%	-$60.1K	﹤0.01%	185
2014 Q1	$408K	Hold	2,218	–	–	0.01%	185
2013 Q4	$398K	Sell	2,218 -188	-8%	-$32.4K	0.01%	175
2013 Q3	$426K	Hold	2,406	–	–	0.01%	168
2013 Q2	$440K	Buy	+2,406	New	+$469K	0.01%	152

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

Guardian Capital (Canada) sold out of IBM (IBM) in Q1 2019, closing a stake of 5,148 shares — an estimated $559K sold.

Guardian Capital (Canada) first reported a position in IBM in Q2 2013 and held it in 12 quarters. The position peaked at $1.25M in Q1 2018. 1,974 funds tracked by Wall St. Rank hold IBM as of Q1 2019.

Guardian Capital (Canada) reported no remaining IBM position as of Q1 2019 after selling out during the quarter.
Guardian Capital (Canada) sold 5,148 IBM shares in Q1 2019, an estimated $559K.
Guardian Capital (Canada) first reported a position in IBM in Q2 2013 and held it in 12 quarters.
Guardian Capital (Canada)'s IBM position peaked at $1.25M in Q1 2018.
1,974 funds tracked by Wall St. Rank held IBM as of Q1 2019.

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