Scholtz & Company’s IBM IBM Stock Holding History

Scholtz & Company’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
2017 Q4	–	Sell	-1,569	Closed	-$218K	–	65
2017 Q3	$218K	Buy	+1,569	New	+$219K	0.17%	60

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 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

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

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

Scholtz & Company's IBM Position: Q4 2017 in Review

Scholtz & Company sold out of IBM (IBM) in Q4 2017, closing a stake of 1,569 shares — an estimated $218K sold.

Scholtz & Company first reported a position in IBM in Q3 2017 and held it in 1 quarter. The position peaked at $218K in Q3 2017. 1,975 funds tracked by Wall St. Rank hold IBM as of Q4 2017.

Scholtz & Company reported no remaining IBM position as of Q4 2017 after selling out during the quarter.
Scholtz & Company sold 1,569 IBM shares in Q4 2017, an estimated $218K.
Scholtz & Company first reported a position in IBM in Q3 2017 and held it in 1 quarter.
Scholtz & Company's IBM position peaked at $218K in Q3 2017.
1,975 funds tracked by Wall St. Rank held IBM as of Q4 2017.

Based on Scholtz & Company's 13F filing for Q4 2017, filed 14 Feb 2018.