Weatherstone Capital Management’s IBM IBM Stock Holding History

Weatherstone Capital 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
2019 Q1	–	Sell	-2,723	Closed	-$394K	–	112
2018 Q4	$394K	Buy	+2,723	New	+$327K	0.1%	115

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Weatherstone Capital Management's IBM Position: Q1 2019 in Review

Weatherstone Capital Management sold out of IBM (IBM) in Q1 2019, closing a stake of 2,723 shares — an estimated $394K sold.

Weatherstone Capital Management first reported a position in IBM in Q4 2018 and held it in 1 quarter. The position peaked at $394K in Q4 2018. 1,974 funds tracked by Wall St. Rank hold IBM as of Q1 2019.

Weatherstone Capital Management reported no remaining IBM position as of Q1 2019 after selling out during the quarter.
Weatherstone Capital Management sold 2,723 IBM shares in Q1 2019, an estimated $394K.
Weatherstone Capital Management first reported a position in IBM in Q4 2018 and held it in 1 quarter.
Weatherstone Capital Management's IBM position peaked at $394K in Q4 2018.
1,974 funds tracked by Wall St. Rank held IBM as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.