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Vontobel Swiss Wealth Advisors’s IBM IBM Stock Holding History

Vontobel Swiss Wealth Advisors’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
Q4 		– Sell
-2,228
Closed -$322K – 85
2018
Q3 		$322K Hold
2,228
– – 0.19% 59
2018
Q2 		$298K Buy
2,228
+94
+4% +$13.1K 0.17% 65
2018
Q1 		$313K Buy
2,134
+246
+13% +$37.2K 0.17% 61
2017
Q4 		$277K Buy
+1,888
New +$275K 0.16% 67

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's IBM Position: Q4 2018 in Review

Vontobel Swiss Wealth Advisors sold out of IBM (IBM) in Q4 2018, closing a stake of 2,228 shares — an estimated $322K sold.

Vontobel Swiss Wealth Advisors first reported a position in IBM in Q4 2017 and held it in 4 quarters. The position peaked at $322K in Q3 2018. 1,907 funds tracked by Wall St. Rank hold IBM as of Q4 2018.

  • Vontobel Swiss Wealth Advisors reported no remaining IBM position as of Q4 2018 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 2,228 IBM shares in Q4 2018, an estimated $322K.
  • Vontobel Swiss Wealth Advisors first reported a position in IBM in Q4 2017 and held it in 4 quarters.
  • Vontobel Swiss Wealth Advisors's IBM position peaked at $322K in Q3 2018.
  • 1,907 funds tracked by Wall St. Rank held IBM as of Q4 2018.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.