Terril Brothers’s IBM IBM Stock Holding History

Terril Brothers’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	-1,569	Closed	-$201K	–	60
2019 Q4	$201K	Sell	1,569 -449	-22%	-$58.4K	0.07%	52
2019 Q3	$281K	Hold	2,018	–	–	0.09%	45
2019 Q2	$266K	Sell	2,018 -110	-5%	-$14.5K	0.08%	49
2019 Q1	$287K	Hold	2,128	–	–	0.09%	46
2018 Q4	$231K	Hold	2,128	–	–	0.08%	46
2018 Q3	$308K	Buy	2,128 +105	+5%	+$14.7K	0.1%	43
2018 Q2	$270K	Hold	2,023	–	–	0.08%	44
2018 Q1	$297K	Buy	2,023 +209	+12%	+$31.6K	0.09%	45
2017 Q4	$266K	Buy	+1,814	New	+$264K	0.08%	48

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

Terril Brothers's IBM Position: Q1 2020 in Review

Terril Brothers sold out of IBM (IBM) in Q1 2020, closing a stake of 1,569 shares — an estimated $201K sold.

Terril Brothers first reported a position in IBM in Q4 2017 and held it in 9 quarters. The position peaked at $308K in Q3 2018. 1,973 funds tracked by Wall St. Rank hold IBM as of Q1 2020.

Terril Brothers reported no remaining IBM position as of Q1 2020 after selling out during the quarter.
Terril Brothers sold 1,569 IBM shares in Q1 2020, an estimated $201K.
Terril Brothers first reported a position in IBM in Q4 2017 and held it in 9 quarters.
Terril Brothers's IBM position peaked at $308K in Q3 2018.
1,973 funds tracked by Wall St. Rank held IBM as of Q1 2020.

Based on Terril Brothers's 13F filing for Q1 2020, filed 12 May 2020.