Systematic Financial Management’s IBM IBM Stock Holding History

Systematic Financial 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
2018 Q1	–	Sell	-11,339	Closed	-$1.66M	–	657
2017 Q4	$1.66M	Buy	+11,339	New	+$1.65M	0.03%	302
2017 Q2	–	Sell	-1,935	Closed	-$322K	–	660
2017 Q1	$322K	Hold	1,935	–	–	0.01%	611
2016 Q4	$307K	Hold	1,935	–	–	﹤0.01%	609
2016 Q3	$294K	Hold	1,935	–	–	﹤0.01%	578
2016 Q2	$280K	Hold	1,935	–	–	﹤0.01%	567
2016 Q1	$280K	Hold	1,935	–	–	﹤0.01%	556
2015 Q4	$254K	Hold	1,935	–	–	﹤0.01%	585
2015 Q3	$268K	Hold	1,935	–	–	﹤0.01%	610
2015 Q2	$300K	Hold	1,935	–	–	﹤0.01%	645
2015 Q1	$296K	Hold	1,935	–	–	﹤0.01%	632
2014 Q4	$296K	Hold	1,935	–	–	﹤0.01%	632
2014 Q3	$351K	Hold	1,935	–	–	﹤0.01%	643
2014 Q2	$335K	Hold	1,935	–	–	﹤0.01%	655
2014 Q1	$356K	Hold	1,935	–	–	﹤0.01%	647
2013 Q4	$347K	Sell	1,935 -2,301	-54%	-$397K	﹤0.01%	617
2013 Q3	$749K	Hold	4,236	–	–	0.01%	598
2013 Q2	$773K	Buy	+4,236	New	+$825K	0.01%	589

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

Systematic Financial Management's IBM Position: Q1 2018 in Review

Systematic Financial Management sold out of IBM (IBM) in Q1 2018, closing a stake of 11,339 shares — an estimated $1.66M sold.

Systematic Financial Management first reported a position in IBM in Q2 2013 and held it in 17 quarters. The position peaked at $1.66M in Q4 2017. 1,969 funds tracked by Wall St. Rank hold IBM as of Q1 2018.

Systematic Financial Management reported no remaining IBM position as of Q1 2018 after selling out during the quarter.
Systematic Financial Management sold 11,339 IBM shares in Q1 2018, an estimated $1.66M.
Systematic Financial Management first reported a position in IBM in Q2 2013 and held it in 17 quarters.
Systematic Financial Management's IBM position peaked at $1.66M in Q4 2017.
1,969 funds tracked by Wall St. Rank held IBM as of Q1 2018.

Based on Systematic Financial Management's 13F filing for Q1 2018, filed 9 May 2018.