Spectrum Financial Alliance’s IBM IBM Stock Holding History

Spectrum Financial Alliance’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 Q1	–	Sell	-523	Closed	-$56K	–	54
2018 Q4	$56K	Hold	523	–	–	0.04%	26
2018 Q3	$75K	Sell	523 -232	-31%	-$32.4K	0.05%	22
2018 Q2	$100K	Buy	+755	New	+$105K	0.07%	18

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

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

Norges Bank Oslo, Norway $935B AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Spectrum Financial Alliance's IBM Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of IBM (IBM) in Q1 2019, closing a stake of 523 shares — an estimated $56K sold.

Spectrum Financial Alliance first reported a position in IBM in Q2 2018 and held it in 3 quarters. The position peaked at $100K in Q2 2018. 1,974 funds tracked by Wall St. Rank hold IBM as of Q1 2019.

Spectrum Financial Alliance reported no remaining IBM position as of Q1 2019 after selling out during the quarter.
Spectrum Financial Alliance sold 523 IBM shares in Q1 2019, an estimated $56K.
Spectrum Financial Alliance first reported a position in IBM in Q2 2018 and held it in 3 quarters.
Spectrum Financial Alliance's IBM position peaked at $100K in Q2 2018.
1,974 funds tracked by Wall St. Rank held IBM as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.