Opes Advisors’s IBM IBM Stock Holding History

Opes 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
2017 Q3	–	Sell	-1,851	Closed	-$257K	–	40
2017 Q2	$257K	Hold	1,851	–	–	0.16%	47
2017 Q1	$308K	Buy	+1,851	New	+$310K	0.22%	45

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Opes Advisors's IBM Position: Q3 2017 in Review

Opes Advisors sold out of IBM (IBM) in Q3 2017, closing a stake of 1,851 shares — an estimated $257K sold.

Opes Advisors first reported a position in IBM in Q1 2017 and held it in 2 quarters. The position peaked at $308K in Q1 2017. 1,758 funds tracked by Wall St. Rank hold IBM as of Q3 2017.

Opes Advisors reported no remaining IBM position as of Q3 2017 after selling out during the quarter.
Opes Advisors sold 1,851 IBM shares in Q3 2017, an estimated $257K.
Opes Advisors first reported a position in IBM in Q1 2017 and held it in 2 quarters.
Opes Advisors's IBM position peaked at $308K in Q1 2017.
1,758 funds tracked by Wall St. Rank held IBM as of Q3 2017.

Based on Opes Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.