Sharkey, Howes & Javer’s IBM IBM Stock Holding History

Sharkey, Howes & Javer’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
2019 Q3	–	Sell	-754	Closed	-$99K	–	104
2019 Q2	$99K	Hold	754	–	–	0.04%	85
2019 Q1	$102K	Hold	754	–	–	0.05%	84
2018 Q4	$82K	Buy	754 +325	+76%	+$39K	0.05%	87
2018 Q3	$62K	Hold	429	–	–	0.03%	103
2018 Q2	$57K	Hold	429	–	–	0.03%	98
2018 Q1	$62K	Hold	429	–	–	0.04%	81
2017 Q4	$63K	Hold	429	–	–	0.04%	79
2017 Q3	$61K	Hold	429	–	–	0.03%	82
2017 Q2	$63K	Sell	429 -18	-4%	-$2.71K	0.04%	76
2017 Q1	$74K	Hold	447	–	–	0.04%	75
2016 Q4	$71K	Hold	447	–	–	0.04%	78
2016 Q3	$68K	Hold	447	–	–	0.04%	79
2016 Q2	$65K	Hold	447	–	–	0.04%	82
2016 Q1	$65K	Hold	447	–	–	0.05%	81
2015 Q4	$59K	Sell	447 -177	-28%	-$23.8K	0.04%	82
2015 Q3	$88K	Sell	624 -1,501	-71%	-$222K	0.07%	64
2015 Q2	$331K	Sell	2,125 -105	-5%	-$16.9K	0.25%	18
2015 Q1	$342K	Buy	+2,230	New	+$338K	0.22%	29

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sharkey, Howes & Javer's IBM Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of IBM (IBM) in Q3 2019, closing a stake of 754 shares — an estimated $99K sold.

Sharkey, Howes & Javer first reported a position in IBM in Q1 2015 and held it in 18 quarters. The position peaked at $342K in Q1 2015. 1,961 funds tracked by Wall St. Rank hold IBM as of Q3 2019.

Sharkey, Howes & Javer reported no remaining IBM position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 754 IBM shares in Q3 2019, an estimated $99K.
Sharkey, Howes & Javer first reported a position in IBM in Q1 2015 and held it in 18 quarters.
Sharkey, Howes & Javer's IBM position peaked at $342K in Q1 2015.
1,961 funds tracked by Wall St. Rank held IBM as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.