LeJeune Puetz Investment Counsel’s IBM IBM Stock Holding History

LeJeune Puetz Investment Counsel’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 Q2	–	Sell	-2,189	Closed	-$295K	–	180
2019 Q1	$295K	Sell	2,189 -1,282	-37%	-$163K	0.16%	118
2018 Q4	$377K	Sell	3,471 -3,434	-50%	-$412K	0.24%	99
2018 Q3	$998K	Hold	6,905	–	–	0.58%	62
2018 Q2	$922K	Sell	6,905 -653	-9%	-$91.1K	0.57%	62
2018 Q1	$1.11M	Sell	7,558 -115	-1%	-$17.4K	0.68%	57
2017 Q4	$1.13M	Sell	7,673 -463	-6%	-$67.3K	0.69%	55
2017 Q3	$1.13M	Sell	8,136 -523	-6%	-$72.9K	0.73%	55
2017 Q2	$1.27M	Sell	8,659 -42	-0.5%	-$6.33K	0.86%	44
2017 Q1	$1.45M	Sell	8,701 -130	-1%	-$21.8K	1.04%	37
2016 Q4	$1.4M	Buy	+8,831	New	+$1.35M	1.08%	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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

LeJeune Puetz Investment Counsel's IBM Position: Q2 2019 in Review

LeJeune Puetz Investment Counsel sold out of IBM (IBM) in Q2 2019, closing a stake of 2,189 shares — an estimated $295K sold.

LeJeune Puetz Investment Counsel first reported a position in IBM in Q4 2016 and held it in 10 quarters. The position peaked at $1.45M in Q1 2017. 1,950 funds tracked by Wall St. Rank hold IBM as of Q2 2019.

LeJeune Puetz Investment Counsel reported no remaining IBM position as of Q2 2019 after selling out during the quarter.
LeJeune Puetz Investment Counsel sold 2,189 IBM shares in Q2 2019, an estimated $295K.
LeJeune Puetz Investment Counsel first reported a position in IBM in Q4 2016 and held it in 10 quarters.
LeJeune Puetz Investment Counsel's IBM position peaked at $1.45M in Q1 2017.
1,950 funds tracked by Wall St. Rank held IBM as of Q2 2019.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q2 2019, filed 29 Jul 2019.