Seneca House Advisors’s IBM IBM Stock Holding History

Seneca House 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 Q1	–	Sell	-1,472	Closed	-$216K	–	100
2017 Q4	$216K	Buy	+1,472	New	+$214K	0.18%	92

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

Seneca House Advisors's IBM Position: Q1 2018 in Review

Seneca House Advisors sold out of IBM (IBM) in Q1 2018, closing a stake of 1,472 shares — an estimated $216K sold.

Seneca House Advisors first reported a position in IBM in Q4 2017 and held it in 1 quarter. The position peaked at $216K in Q4 2017. 1,969 funds tracked by Wall St. Rank hold IBM as of Q1 2018.

Seneca House Advisors reported no remaining IBM position as of Q1 2018 after selling out during the quarter.
Seneca House Advisors sold 1,472 IBM shares in Q1 2018, an estimated $216K.
Seneca House Advisors first reported a position in IBM in Q4 2017 and held it in 1 quarter.
Seneca House Advisors's IBM position peaked at $216K in Q4 2017.
1,969 funds tracked by Wall St. Rank held IBM as of Q1 2018.

Based on Seneca House Advisors's 13F filing for Q1 2018, filed 12 Apr 2018.