Integrated Wealth Management (Palm Desert)’s IBM IBM Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017 Q1	$2.03M	Sell	12,166 -7	-0.1%	-$1.17K	0.68%	38
2016 Q4	$1.93M	Sell	12,173 -120	-1%	-$18.3K	0.72%	38
2016 Q3	$1.87M	Sell	12,293 -466	-4%	-$70.7K	0.67%	39
2016 Q2	$1.85M	Buy	12,759 +11	+0.1%	+$1.57K	0.72%	33
2016 Q1	$1.85M	Buy	12,748 +457	+4%	+$58.4K	0.78%	28
2015 Q4	$1.62M	Buy	12,291 +124	+1%	+$16.7K	0.7%	34
2015 Q3	$1.69M	Sell	12,167 -79	-0.6%	-$11.7K	0.74%	29
2015 Q2	$1.9M	Buy	12,246 +974	+9%	+$157K	0.74%	28
2015 Q1	$1.73M	Buy	+11,272	New	+$1.71M	0.72%	29

Other funds holding IBM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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 $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s IBM Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) reduced its IBM (IBM) stake by 0.06% in Q1 2017, selling an estimated $1.17K and leaving 12,166 shares worth $2.03M. The position accounts for 0.68% of the portfolio, ranked #38.

Integrated Wealth Management (Palm Desert) first reported a position in IBM in Q1 2015 and has held it in 9 quarters since. 1,862 funds tracked by Wall St. Rank hold IBM as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 12,166 shares of IBM worth $2.03M as of Q1 2017.
Integrated Wealth Management (Palm Desert) sold 7 IBM shares in Q1 2017, an estimated $1.17K.
IBM made up 0.68% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #38 holding.
Integrated Wealth Management (Palm Desert) first reported a position in IBM in Q1 2015 and has held it in 9 quarters since.
1,862 funds tracked by Wall St. Rank held IBM as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.