Hefty Wealth Partners’s IBM IBM Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$750K	Sell	5,116 -772	-13%	-$117K	0.48%	67
2017 Q4	$864K	Sell	5,888 -2,451	-29%	-$356K	0.54%	64
2017 Q3	$1.16M	Buy	8,339 +3,252	+64%	+$453K	0.76%	40
2017 Q2	$748K	Sell	5,087 -2,021	-28%	-$305K	0.51%	60
2017 Q1	$1.18M	Sell	7,108 -8,149	-53%	-$1.37M	0.86%	45
2016 Q4	$2.42M	Buy	15,257 +803	+6%	+$122K	2.03%	17
2016 Q3	$2.19M	Buy	14,454 +1,359	+10%	+$206K	1.67%	16
2016 Q2	$1.9M	Buy	13,095 +564	+5%	+$80.7K	1.57%	18
2016 Q1	$1.81M	Buy	12,531 +3,707	+42%	+$474K	1.7%	13
2015 Q4	$1.16M	Buy	+8,824	New	+$1.19M	1.11%	30

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hefty Wealth Partners's IBM Position: Q1 2018 in Review

Hefty Wealth Partners reduced its IBM (IBM) stake by 13% in Q1 2018, selling an estimated $117K and leaving 5,116 shares worth $750K. The position accounts for 0.48% of the portfolio, ranked #67.

Hefty Wealth Partners first reported a position in IBM in Q4 2015 and has held it in 10 quarters since. The position peaked at $2.42M in Q4 2016. 1,969 funds tracked by Wall St. Rank hold IBM as of Q1 2018.

Hefty Wealth Partners held 5,116 shares of IBM worth $750K as of Q1 2018.
Hefty Wealth Partners sold 772 IBM shares in Q1 2018, an estimated $117K.
IBM made up 0.48% of Hefty Wealth Partners's portfolio in Q1 2018, its #67 holding.
Hefty Wealth Partners first reported a position in IBM in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's IBM position peaked at $2.42M in Q4 2016.
1,969 funds tracked by Wall St. Rank held IBM as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.