Palisades Hudson Asset Management’s IBM IBM Stock Holding History

Palisades Hudson Asset 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 Q4	–	Sell	-1,850	Closed	-$267K	–	110
2018 Q3	$267K	Hold	1,850	–	–	0.14%	96
2018 Q2	$247K	Sell	1,850 -1	-0.1%	-$139	0.13%	97
2018 Q1	$272K	Hold	1,851	–	–	0.15%	92
2017 Q4	$272K	Hold	1,851	–	–	0.15%	92
2017 Q3	$257K	Hold	1,851	–	–	0.15%	91
2017 Q2	$272K	Hold	1,851	–	–	0.16%	89
2017 Q1	$308K	Hold	1,851	–	–	0.2%	68
2016 Q4	$294K	Sell	1,851 -45	-2%	-$6.85K	0.18%	66
2016 Q3	$288K	Hold	1,896	–	–	0.22%	66
2016 Q2	$275K	Hold	1,896	–	–	0.22%	68
2016 Q1	$275K	Hold	1,896	–	–	0.22%	66
2015 Q4	$250K	Hold	1,896	–	–	0.21%	74
2015 Q3	$263K	Sell	1,896 -187	-9%	-$27.6K	0.23%	65
2015 Q2	$324K	Sell	2,083 -1,087	-34%	-$175K	0.28%	53
2015 Q1	$486K	Hold	3,170	–	–	0.38%	31
2014 Q4	$486K	Hold	3,170	–	–	0.38%	30
2014 Q3	$575K	Hold	3,170	–	–	0.47%	21
2014 Q2	$549K	Hold	3,170	–	–	0.45%	18
2014 Q1	$583K	Hold	3,170	–	–	0.5%	16
2013 Q4	$569K	Hold	3,170	–	–	0.48%	17
2013 Q3	$561K	Hold	3,170	–	–	0.51%	13
2013 Q2	$579K	Buy	+3,170	New	+$617K	0.55%	13

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Palisades Hudson Asset Management's IBM Position: Q4 2018 in Review

Palisades Hudson Asset Management sold out of IBM (IBM) in Q4 2018, closing a stake of 1,850 shares — an estimated $267K sold.

Palisades Hudson Asset Management first reported a position in IBM in Q2 2013 and held it in 22 quarters. The position peaked at $583K in Q1 2014. 1,907 funds tracked by Wall St. Rank hold IBM as of Q4 2018.

Palisades Hudson Asset Management reported no remaining IBM position as of Q4 2018 after selling out during the quarter.
Palisades Hudson Asset Management sold 1,850 IBM shares in Q4 2018, an estimated $267K.
Palisades Hudson Asset Management first reported a position in IBM in Q2 2013 and held it in 22 quarters.
Palisades Hudson Asset Management's IBM position peaked at $583K in Q1 2014.
1,907 funds tracked by Wall St. Rank held IBM as of Q4 2018.

Based on Palisades Hudson Asset Management's 13F filing for Q4 2018, filed 4 Feb 2019.