Shine Investment Advisory Services’s IBM IBM Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$274K	Buy	2,355 +559	+31%	+$65.8K	0.09%	110
2020 Q2	$207K	Hold	1,796	–	–	0.08%	117
2020 Q1	$190K	Sell	1,796 -90	-5%	-$11.4K	0.09%	115
2019 Q4	$242K	Buy	1,886 +342	+22%	+$44.4K	0.1%	113
2019 Q3	$215K	Hold	1,544	–	–	0.1%	105
2019 Q2	$204K	Sell	1,544 -104	-6%	-$13.7K	0.09%	115
2019 Q1	$222K	Buy	1,648 +104	+7%	+$13.3K	0.1%	107
2018 Q4	$168K	Buy	1,544 +1,167	+310%	+$140K	0.08%	119
2018 Q3	$54K	Hold	377	–	–	0.03%	280
2018 Q2	$50K	Hold	377	–	–	0.03%	309
2018 Q1	$55K	Hold	377	–	–	0.03%	280
2017 Q4	$55K	Hold	377	–	–	0.03%	288
2017 Q3	$52K	Buy	377 +129	+52%	+$18K	0.03%	286
2017 Q2	$36K	Buy	+248	New	+$37.4K	0.02%	338

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Shine Investment Advisory Services's IBM Position: Q3 2020 in Review

Shine Investment Advisory Services increased its IBM (IBM) stake by 31% in Q3 2020, buying an estimated $65.8K and bringing the position to 2,355 shares worth $274K. The position accounts for 0.09% of the portfolio, ranked #110.

Shine Investment Advisory Services first reported a position in IBM in Q2 2017 and has held it in 14 quarters since. 1,992 funds tracked by Wall St. Rank hold IBM as of Q3 2020.

Shine Investment Advisory Services held 2,355 shares of IBM worth $274K as of Q3 2020.
Shine Investment Advisory Services bought 559 IBM shares in Q3 2020, an estimated $65.8K.
IBM made up 0.09% of Shine Investment Advisory Services's portfolio in Q3 2020, its #110 holding.
Shine Investment Advisory Services first reported a position in IBM in Q2 2017 and has held it in 14 quarters since.
1,992 funds tracked by Wall St. Rank held IBM as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.