INR Advisory Services’s IBM IBM Stock Holding History

INR Advisory Services’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	$28K	Hold	204	–	–	﹤0.01%	36
2018 Q4	$22K	Hold	204	–	–	﹤0.01%	38
2018 Q3	$29K	Sell	204 -18	-8%	-$2.52K	﹤0.01%	28
2018 Q2	$30K	Buy	222 +18	+9%	+$2.51K	﹤0.01%	32
2018 Q1	$30K	Hold	204	–	–	﹤0.01%	30
2017 Q4	$30K	Hold	204	–	–	﹤0.01%	27
2017 Q3	$28K	Hold	204	–	–	﹤0.01%	27
2017 Q2	$30K	Sell	204 -7,968	-98%	-$1.2M	﹤0.01%	27
2017 Q1	$1.36M	Hold	8,172	–	–	0.22%	18
2016 Q4	$1.3M	Hold	8,172	–	–	0.22%	18
2016 Q3	$1.24M	Hold	8,172	–	–	0.22%	18
2016 Q2	$1.19M	Hold	8,172	–	–	0.22%	16
2016 Q1	$1.18M	Hold	8,172	–	–	0.22%	15
2015 Q4	$1.07M	Hold	8,172	–	–	0.2%	17
2015 Q3	$1.13M	Sell	8,172 -5	-0.1%	-$738	0.24%	15
2015 Q2	$1.27M	Hold	8,177	–	–	0.25%	12
2015 Q1	$1.25M	Hold	8,177	–	–	0.22%	10
2014 Q4	$1.25M	Buy	8,177 +7,969	+3,831%	+$1.27M	0.24%	13
2014 Q3	$38K	Hold	208	–	–	0.01%	38
2014 Q2	$36K	Hold	208	–	–	0.01%	33
2014 Q1	$38K	Hold	208	–	–	0.01%	36
2013 Q4	$37K	Hold	208	–	–	0.01%	37
2013 Q3	$37K	Hold	208	–	–	0.01%	35
2013 Q2	$38K	Buy	+208	New	+$40.5K	0.01%	35

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

INR Advisory Services's IBM Position: Q1 2019 in Review

INR Advisory Services held its IBM (IBM) position steady in Q1 2019 at 204 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #36.

INR Advisory Services first reported a position in IBM in Q2 2013 and has held it in 24 quarters since. The position peaked at $1.36M in Q1 2017. 1,975 funds tracked by Wall St. Rank hold IBM as of Q1 2019.

INR Advisory Services held 204 shares of IBM worth $28K as of Q1 2019.
INR Advisory Services left its IBM share count unchanged in Q1 2019.
IBM made up ﹤0.01% of INR Advisory Services's portfolio in Q1 2019, its #36 holding.
INR Advisory Services first reported a position in IBM in Q2 2013 and has held it in 24 quarters since.
INR Advisory Services's IBM position peaked at $1.36M in Q1 2017.
1,975 funds tracked by Wall St. Rank held IBM as of Q1 2019.

Based on INR Advisory Services's 13F filing for Q1 2019, filed 22 Apr 2019.