Pacific Sun Financial’s IBM IBM Stock Holding History

Pacific Sun Financial’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 Q1	–	Sell	-3,129	Closed	-$459K	–	153
2017 Q4	$459K	Buy	+3,129	New	+$455K	0.25%	79

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pacific Sun Financial's IBM Position: Q1 2018 in Review

Pacific Sun Financial sold out of IBM (IBM) in Q1 2018, closing a stake of 3,129 shares — an estimated $459K sold.

Pacific Sun Financial first reported a position in IBM in Q4 2017 and held it in 1 quarter. The position peaked at $459K in Q4 2017. 1,970 funds tracked by Wall St. Rank hold IBM as of Q1 2018.

Pacific Sun Financial reported no remaining IBM position as of Q1 2018 after selling out during the quarter.
Pacific Sun Financial sold 3,129 IBM shares in Q1 2018, an estimated $459K.
Pacific Sun Financial first reported a position in IBM in Q4 2017 and held it in 1 quarter.
Pacific Sun Financial's IBM position peaked at $459K in Q4 2017.
1,970 funds tracked by Wall St. Rank held IBM as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.