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RGT Wealth Advisors’s IBM IBM Stock Holding History

RGT Wealth 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
2018
Q2 		– Sell
-1,501
Closed -$220K – 57
2018
Q1 		$220K Sell
1,501
-46
-3% -$6.96K 0.11% 95
2017
Q4 		$227K Buy
1,547
+57
+4% +$8.29K 0.12% 86
2017
Q3 		$207K Buy
+1,490
New +$208K 0.14% 88
2016
Q4 		– Sell
-1,722
Closed -$261K – 130
2016
Q3 		$261K Buy
+1,722
New +$261K 0.16% 84

Other funds holding IBM

Vanguard Group
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

RGT Wealth Advisors's IBM Position: Q2 2018 in Review

RGT Wealth Advisors sold out of IBM (IBM) in Q2 2018, closing a stake of 1,501 shares — an estimated $220K sold.

RGT Wealth Advisors first reported a position in IBM in Q3 2016 and held it in 4 quarters. The position peaked at $261K in Q3 2016. 1,945 funds tracked by Wall St. Rank hold IBM as of Q2 2018.

  • RGT Wealth Advisors reported no remaining IBM position as of Q2 2018 after selling out during the quarter.
  • RGT Wealth Advisors sold 1,501 IBM shares in Q2 2018, an estimated $220K.
  • RGT Wealth Advisors first reported a position in IBM in Q3 2016 and held it in 4 quarters.
  • RGT Wealth Advisors's IBM position peaked at $261K in Q3 2016.
  • 1,945 funds tracked by Wall St. Rank held IBM as of Q2 2018.

Based on RGT Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.