Tortoise Index Solutions’s IBM IBM Stock Holding History

Tortoise Index Solutions’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 Q4	–	Sell	-1,319	Closed	-$183K	–	126
2019 Q3	$183K	Buy	1,319 +393	+42%	+$53K	0.06%	80
2019 Q2	$122K	Buy	926 +37	+4%	+$4.86K	0.04%	84
2019 Q1	$120K	Buy	+889	New	+$113K	0.04%	84

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Tortoise Index Solutions's IBM Position: Q4 2019 in Review

Tortoise Index Solutions sold out of IBM (IBM) in Q4 2019, closing a stake of 1,319 shares — an estimated $183K sold.

Tortoise Index Solutions first reported a position in IBM in Q1 2019 and held it in 3 quarters. The position peaked at $183K in Q3 2019. 2,075 funds tracked by Wall St. Rank hold IBM as of Q4 2019.

Tortoise Index Solutions reported no remaining IBM position as of Q4 2019 after selling out during the quarter.
Tortoise Index Solutions sold 1,319 IBM shares in Q4 2019, an estimated $183K.
Tortoise Index Solutions first reported a position in IBM in Q1 2019 and held it in 3 quarters.
Tortoise Index Solutions's IBM position peaked at $183K in Q3 2019.
2,075 funds tracked by Wall St. Rank held IBM as of Q4 2019.

Based on Tortoise Index Solutions's 13F filing for Q4 2019, filed 14 Feb 2020.