WealthShield’s IBM IBM Stock Holding History

WealthShield’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
2017 Q4	$373K	Buy	+2,534	New	+$368K	0.23%	80

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthShield's IBM Position: Q4 2017 in Review

WealthShield opened a new position in IBM (IBM) in Q4 2017: 2,534 shares worth $373K. The stake represents 0.23% of the portfolio and ranks #80 among its holdings.

1,975 funds tracked by Wall St. Rank hold IBM as of Q4 2017.

WealthShield held 2,534 shares of IBM worth $373K as of Q4 2017.
IBM was a new WealthShield position in Q4 2017.
IBM made up 0.23% of WealthShield's portfolio in Q4 2017, its #80 holding.
1,975 funds tracked by Wall St. Rank held IBM as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.