Orser Capital Management’s IBM IBM Stock Holding History

Orser Capital Management’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	–	Sell	-1,949	Closed	-$267K	–	98
2018 Q1	$267K	Buy	+1,949	New	+$295K	0.25%	86

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

Norges Bank Oslo, Norway $935B AUM

Orser Capital Management's IBM Position: Q2 2018 in Review

Orser Capital Management sold out of IBM (IBM) in Q2 2018, closing a stake of 1,949 shares — an estimated $267K sold.

Orser Capital Management first reported a position in IBM in Q1 2018 and held it in 1 quarter. The position peaked at $267K in Q1 2018. 1,946 funds tracked by Wall St. Rank hold IBM as of Q2 2018.

Orser Capital Management reported no remaining IBM position as of Q2 2018 after selling out during the quarter.
Orser Capital Management sold 1,949 IBM shares in Q2 2018, an estimated $267K.
Orser Capital Management first reported a position in IBM in Q1 2018 and held it in 1 quarter.
Orser Capital Management's IBM position peaked at $267K in Q1 2018.
1,946 funds tracked by Wall St. Rank held IBM as of Q2 2018.

Based on Orser Capital Management's 13F filing for Q2 2018, filed 14 Nov 2019.