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Poehling Capital Management’s IBM IBM Stock Holding History

Poehling 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
Q3 		– Sell
-157
Closed -$21K – 185
2018
Q2 		$21K Sell
157
-679
-81% -$94.7K 0.02% 193
2018
Q1 		$123K Hold
836
– – 0.1% 108
2017
Q4 		$123K Buy
+836
New +$122K 0.1% 103

Other funds holding IBM

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Poehling Capital Management's IBM Position: Q3 2018 in Review

Poehling Capital Management sold out of IBM (IBM) in Q3 2018, closing a stake of 157 shares — an estimated $21K sold.

Poehling Capital Management first reported a position in IBM in Q4 2017 and held it in 3 quarters. The position peaked at $123K in Q1 2018. 1,924 funds tracked by Wall St. Rank hold IBM as of Q3 2018.

  • Poehling Capital Management reported no remaining IBM position as of Q3 2018 after selling out during the quarter.
  • Poehling Capital Management sold 157 IBM shares in Q3 2018, an estimated $21K.
  • Poehling Capital Management first reported a position in IBM in Q4 2017 and held it in 3 quarters.
  • Poehling Capital Management's IBM position peaked at $123K in Q1 2018.
  • 1,924 funds tracked by Wall St. Rank held IBM as of Q3 2018.

Based on Poehling Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.