Smith & Howard Wealth Management’s IBM IBM Stock Holding History

Smith & Howard Wealth Management’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
2016 Q2	–	Sell	-1,691	Closed	-$245K	–	49
2016 Q1	$245K	Hold	1,691	–	–	0.1%	53
2015 Q4	$223K	Hold	1,691	–	–	0.11%	56
2015 Q3	$234K	Sell	1,691 -115	-6%	-$17K	0.11%	45
2015 Q2	$281K	Hold	1,806	–	–	0.12%	51
2015 Q1	$277K	Buy	+1,806	New	+$274K	0.12%	48
2014 Q1	–	Sell	-451	Closed	-$81K	–	114
2013 Q4	$81K	Sell	451 -21	-4%	-$3.62K	0.04%	94
2013 Q3	$84K	Buy	472 +26	+6%	+$4.73K	0.05%	90
2013 Q2	$81K	Buy	+446	New	+$86.9K	0.05%	86

Other funds holding IBM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Smith & Howard Wealth Management's IBM Position: Q2 2016 in Review

Smith & Howard Wealth Management sold out of IBM (IBM) in Q2 2016, closing a stake of 1,691 shares — an estimated $245K sold.

Smith & Howard Wealth Management first reported a position in IBM in Q2 2013 and held it in 8 quarters. The position peaked at $281K in Q2 2015. 1,725 funds tracked by Wall St. Rank hold IBM as of Q2 2016.

Smith & Howard Wealth Management reported no remaining IBM position as of Q2 2016 after selling out during the quarter.
Smith & Howard Wealth Management sold 1,691 IBM shares in Q2 2016, an estimated $245K.
Smith & Howard Wealth Management first reported a position in IBM in Q2 2013 and held it in 8 quarters.
Smith & Howard Wealth Management's IBM position peaked at $281K in Q2 2015.
1,725 funds tracked by Wall St. Rank held IBM as of Q2 2016.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2016, filed 15 Aug 2016.