Swarthmore Group’s IBM IBM Stock Holding History

Swarthmore Group’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	-1,883	Closed	-$276K	–	41
2017 Q4	$276K	Sell	1,883 -131	-7%	-$19K	0.06%	48
2017 Q3	$279K	Buy	+2,014	New	+$281K	0.06%	50

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Swarthmore Group's IBM Position: Q1 2018 in Review

Swarthmore Group sold out of IBM (IBM) in Q1 2018, closing a stake of 1,883 shares — an estimated $276K sold.

Swarthmore Group first reported a position in IBM in Q3 2017 and held it in 2 quarters. The position peaked at $279K in Q3 2017. 1,970 funds tracked by Wall St. Rank hold IBM as of Q1 2018.

Swarthmore Group reported no remaining IBM position as of Q1 2018 after selling out during the quarter.
Swarthmore Group sold 1,883 IBM shares in Q1 2018, an estimated $276K.
Swarthmore Group first reported a position in IBM in Q3 2017 and held it in 2 quarters.
Swarthmore Group's IBM position peaked at $279K in Q3 2017.
1,970 funds tracked by Wall St. Rank held IBM as of Q1 2018.

Based on Swarthmore Group's 13F filing for Q1 2018, filed 12 Apr 2018.