Wilks Brothers’s IBM IBM Stock Holding History

Wilks 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
2018 Q4	–	Sell	-3,452	Closed	-$499K	–	29
2018 Q3	$499K	Hold	3,452	–	–	0.06%	53
2018 Q2	$461K	Buy	+3,452	New	+$481K	0.05%	81

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wilks Brothers's IBM Position: Q4 2018 in Review

Wilks Brothers sold out of IBM (IBM) in Q4 2018, closing a stake of 3,452 shares — an estimated $499K sold.

Wilks Brothers first reported a position in IBM in Q2 2018 and held it in 2 quarters. The position peaked at $499K in Q3 2018. 1,907 funds tracked by Wall St. Rank hold IBM as of Q4 2018.

Wilks Brothers reported no remaining IBM position as of Q4 2018 after selling out during the quarter.
Wilks Brothers sold 3,452 IBM shares in Q4 2018, an estimated $499K.
Wilks Brothers first reported a position in IBM in Q2 2018 and held it in 2 quarters.
Wilks Brothers's IBM position peaked at $499K in Q3 2018.
1,907 funds tracked by Wall St. Rank held IBM as of Q4 2018.

Based on Wilks Brothers's 13F filing for Q4 2018, filed 13 Feb 2019.