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New England Private Wealth Advisors’s IBM IBM Stock Holding History

New England Private Wealth 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
2019
Q4 		– Sell
-2,121
Closed -$294K – 121
2019
Q3 		$294K Buy
2,121
+4
+0.2% +$540 0.07% 118
2019
Q2 		$279K Buy
2,117
+7
+0.3% +$920 0.07% 122
2019
Q1 		$284K Buy
2,110
+8
+0.4% +$1.02K 0.07% 118
2018
Q4 		$229K Buy
2,102
+482
+30% +$57.9K 0.07% 122
2018
Q3 		$234K Buy
1,620
+2
+0.1% +$279 0.06% 131
2018
Q2 		$216K Buy
1,618
+2
+0.1% +$279 0.06% 135
2018
Q1 		$237K Hold
1,616
– – 0.07% 127
2017
Q4 		$239K Buy
1,616
+2
+0.1% +$291 0.07% 123
2017
Q3 		$224K Hold
1,614
– – 0.07% 126
2017
Q2 		$239K Buy
1,614
+2
+0.1% +$302 0.07% 120
2017
Q1 		$269K Buy
1,612
+53
+3% +$8.89K 0.09% 108
2016
Q4 		$247K Buy
1,559
+3
+0.2% +$457 0.09% 105
2016
Q3 		$237K Hold
1,556
– – 0.09% 108
2016
Q2 		$226K Buy
1,556
+2
+0.1% +$286 0.09% 103
2016
Q1 		$226K Buy
+1,554
New +$199K 0.09% 102
2015
Q4 		– Sell
-1,453
Closed -$201K – 124
2015
Q3 		$201K Sell
1,453
-139
-9% -$20.5K 0.09% 104
2015
Q2 		$249K Buy
1,592
+40
+3% +$6.43K 0.09% 86
2015
Q1 		$237K Buy
1,552
+99
+7% +$15K 0.09% 92
2014
Q4 		$225K Buy
+1,453
New +$231K 0.09% 94
2014
Q3 		– Sell
-1,391
Closed -$241K – 105
2014
Q2 		$241K Hold
1,391
– – 0.1% 88
2014
Q1 		$256K Sell
1,391
-117
-8% -$20.6K 0.11% 81
2013
Q4 		$271K Buy
1,508
+106
+8% +$18.3K 0.12% 74
2013
Q3 		$248K Sell
1,402
-98
-7% -$17.8K 0.13% 63
2013
Q2 		$275K Buy
+1,500
New +$292K 0.17% 54

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

New England Private Wealth Advisors's IBM Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of IBM (IBM) in Q4 2019, closing a stake of 2,121 shares — an estimated $294K sold.

New England Private Wealth Advisors first reported a position in IBM in Q2 2013 and held it in 24 quarters. The position peaked at $294K in Q3 2019. 2,075 funds tracked by Wall St. Rank hold IBM as of Q4 2019.

  • New England Private Wealth Advisors reported no remaining IBM position as of Q4 2019 after selling out during the quarter.
  • New England Private Wealth Advisors sold 2,121 IBM shares in Q4 2019, an estimated $294K.
  • New England Private Wealth Advisors first reported a position in IBM in Q2 2013 and held it in 24 quarters.
  • New England Private Wealth Advisors's IBM position peaked at $294K in Q3 2019.
  • 2,075 funds tracked by Wall St. Rank held IBM as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.