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Acuity Investment Management’s IBM IBM Stock Holding History

Acuity Investment 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
2013
Q4 		– Sell
-3,452
Closed -$610K – 157
2013
Q3 		$610K Hold
3,452
– – 0.08% 131
2013
Q2 		$630K Buy
+3,452
New +$672K 0.08% 121

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BIT
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Acuity Investment Management's IBM Position: Q4 2013 in Review

Acuity Investment Management sold out of IBM (IBM) in Q4 2013, closing a stake of 3,452 shares — an estimated $610K sold.

Acuity Investment Management first reported a position in IBM in Q2 2013 and held it in 2 quarters. The position peaked at $630K in Q2 2013. 1,756 funds tracked by Wall St. Rank hold IBM as of Q4 2013.

  • Acuity Investment Management reported no remaining IBM position as of Q4 2013 after selling out during the quarter.
  • Acuity Investment Management sold 3,452 IBM shares in Q4 2013, an estimated $610K.
  • Acuity Investment Management first reported a position in IBM in Q2 2013 and held it in 2 quarters.
  • Acuity Investment Management's IBM position peaked at $630K in Q2 2013.
  • 1,756 funds tracked by Wall St. Rank held IBM as of Q4 2013.

Based on Acuity Investment Management's 13F filing for Q4 2013, filed 30 Jan 2014.