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Kabarec Financial Advisors’s IBM IBM Stock Holding History

Kabarec Financial Advisors’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
Q2 		$348K Hold
2,608
– – 0.27% 33
2018
Q1 		$382K Hold
2,608
– – 0.24% 35
2017
Q4 		$382K Buy
+2,608
New +$379K 0.23% 35

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kabarec Financial Advisors's IBM Position: Q2 2018 in Review

Kabarec Financial Advisors held its IBM (IBM) position steady in Q2 2018 at 2,608 shares worth $348K. The position accounts for 0.27% of the portfolio, ranked #33.

Kabarec Financial Advisors first reported a position in IBM in Q4 2017 and has held it in 3 quarters since. The position peaked at $382K in Q1 2018. 1,945 funds tracked by Wall St. Rank hold IBM as of Q2 2018.

  • Kabarec Financial Advisors held 2,608 shares of IBM worth $348K as of Q2 2018.
  • Kabarec Financial Advisors left its IBM share count unchanged in Q2 2018.
  • IBM made up 0.27% of Kabarec Financial Advisors's portfolio in Q2 2018, its #33 holding.
  • Kabarec Financial Advisors first reported a position in IBM in Q4 2017 and has held it in 3 quarters since.
  • Kabarec Financial Advisors's IBM position peaked at $382K in Q1 2018.
  • 1,945 funds tracked by Wall St. Rank held IBM as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.