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SL Advisors’s IBM IBM Stock Holding History

SL 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
-3,444
Closed -$505K – 53
2017
Q4 		$505K Sell
3,444
-693
-17% -$101K 0.86% 47
2017
Q3 		$574K Buy
4,137
+11
+0.3% +$1.53K 0.26% 48
2017
Q2 		$607K Sell
4,126
-22
-0.5% -$3.32K 0.31% 47
2017
Q1 		$691K Sell
4,148
-5
-0.1% -$838 0.39% 45
2016
Q4 		$659K Sell
4,153
-153
-4% -$23.3K 0.44% 43
2016
Q3 		$651K Sell
4,306
-2,994
-41% -$454K 0.52% 48
2016
Q2 		$1.06M Buy
+7,300
New +$1.04M 0.98% 29

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SL Advisors's IBM Position: Q1 2018 in Review

SL Advisors sold out of IBM (IBM) in Q1 2018, closing a stake of 3,444 shares — an estimated $505K sold.

SL Advisors first reported a position in IBM in Q2 2016 and held it in 7 quarters. The position peaked at $1.06M in Q2 2016. 1,969 funds tracked by Wall St. Rank hold IBM as of Q1 2018.

  • SL Advisors reported no remaining IBM position as of Q1 2018 after selling out during the quarter.
  • SL Advisors sold 3,444 IBM shares in Q1 2018, an estimated $505K.
  • SL Advisors first reported a position in IBM in Q2 2016 and held it in 7 quarters.
  • SL Advisors's IBM position peaked at $1.06M in Q2 2016.
  • 1,969 funds tracked by Wall St. Rank held IBM as of Q1 2018.

Based on SL Advisors's 13F filing for Q1 2018, filed 19 Apr 2018.