NEXT Financial Holdings’s IBM IBM Stock Holding History

NEXT Financial Holdings’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	$652K	Buy	+4,837	New	+$617K	0.17%	80

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

NEXT Financial Holdings's IBM Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in IBM (IBM) in Q1 2019: 4,837 shares worth $652K. The stake represents 0.17% of the portfolio and ranks #80 among its holdings.

1,974 funds tracked by Wall St. Rank hold IBM as of Q1 2019.

NEXT Financial Holdings held 4,837 shares of IBM worth $652K as of Q1 2019.
IBM was a new NEXT Financial Holdings position in Q1 2019.
IBM made up 0.17% of NEXT Financial Holdings's portfolio in Q1 2019, its #80 holding.
1,974 funds tracked by Wall St. Rank held IBM as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.