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Alley Company’s IBM IBM Stock Holding History

Alley Company’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
2014
Q1 		– Sell
-5,939
Closed -$1.06M – 74
2013
Q4 		$1.06M Sell
5,939
-107
-2% -$18.5K 0.77% 58
2013
Q3 		$1.07M Buy
6,046
+121
+2% +$22K 0.85% 56
2013
Q2 		$1.08M Buy
+5,925
New +$1.15M 0.9% 56

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
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

Alley Company's IBM Position: Q1 2014 in Review

Alley Company sold out of IBM (IBM) in Q1 2014, closing a stake of 5,939 shares — an estimated $1.06M sold.

Alley Company first reported a position in IBM in Q2 2013 and held it in 3 quarters. The position peaked at $1.08M in Q2 2013. 1,731 funds tracked by Wall St. Rank hold IBM as of Q1 2014.

  • Alley Company reported no remaining IBM position as of Q1 2014 after selling out during the quarter.
  • Alley Company sold 5,939 IBM shares in Q1 2014, an estimated $1.06M.
  • Alley Company first reported a position in IBM in Q2 2013 and held it in 3 quarters.
  • Alley Company's IBM position peaked at $1.08M in Q2 2013.
  • 1,731 funds tracked by Wall St. Rank held IBM as of Q1 2014.

Based on Alley Company's 13F filing for Q1 2014, filed 24 Apr 2014.