Starfire Investment Advisers’s IBM IBM Stock Holding History

Starfire Investment Advisers’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 Q1	–	Sell	-1,881	Closed	-$241K	–	155
2019 Q4	$241K	Buy	1,881 +3	+0.2%	+$390	0.09%	159
2019 Q3	$261K	Buy	1,878 +101	+6%	+$13.6K	0.11%	145
2019 Q2	$234K	Hold	1,777	–	–	0.1%	147
2019 Q1	$239K	Buy	+1,777	New	+$227K	0.11%	144
2018 Q4	–	Sell	-2,145	Closed	-$310K	–	147
2018 Q3	$310K	Sell	2,145 -921	-30%	-$129K	0.15%	103
2018 Q2	$409K	Sell	3,066 -385	-11%	-$53.7K	0.21%	98
2018 Q1	$506K	Buy	+3,451	New	+$522K	0.26%	88
2017 Q4	–	Sell	-1,957	Closed	-$271K	–	180
2017 Q3	$271K	Sell	1,957 -112	-5%	-$15.6K	0.16%	95
2017 Q2	$304K	Sell	2,069 -139	-6%	-$21K	0.18%	100
2017 Q1	$360K	Hold	2,208	–	–	0.19%	97
2016 Q4	$350K	Hold	2,208	–	–	0.2%	98
2016 Q3	$335K	Hold	2,208	–	–	0.2%	98
2016 Q2	$320K	Hold	2,208	–	–	0.22%	92
2016 Q1	$320K	Hold	2,208	–	–	0.21%	98
2015 Q4	$291K	Hold	2,208	–	–	0.2%	102
2015 Q3	$306K	Sell	2,208 -68	-3%	-$10K	0.22%	97
2015 Q2	$354K	Hold	2,276	–	–	0.23%	94
2015 Q1	$349K	Buy	+2,276	New	+$345K	0.23%	95

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

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

Starfire Investment Advisers's IBM Position: Q1 2020 in Review

Starfire Investment Advisers sold out of IBM (IBM) in Q1 2020, closing a stake of 1,881 shares — an estimated $241K sold.

Starfire Investment Advisers first reported a position in IBM in Q1 2015 and held it in 18 quarters. The position peaked at $506K in Q1 2018. 1,973 funds tracked by Wall St. Rank hold IBM as of Q1 2020.

Starfire Investment Advisers reported no remaining IBM position as of Q1 2020 after selling out during the quarter.
Starfire Investment Advisers sold 1,881 IBM shares in Q1 2020, an estimated $241K.
Starfire Investment Advisers first reported a position in IBM in Q1 2015 and held it in 18 quarters.
Starfire Investment Advisers's IBM position peaked at $506K in Q1 2018.
1,973 funds tracked by Wall St. Rank held IBM as of Q1 2020.

Based on Starfire Investment Advisers's 13F filing for Q1 2020, filed 14 Apr 2020.