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Alpine Partners USVI’s IBM IBM Stock Holding History

Alpine Partners USVI’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
Q4 		$222K Buy
+1,445
New +$230K 0.74% 70
2013
Q3 		– Sell
-43,776
Closed -$8M – 83
2013
Q2 		$8M Buy
+43,776
New +$8.53M 2.59% 8

Other funds holding IBM

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Alpine Partners USVI's IBM Position: Q4 2014 in Review

Alpine Partners USVI opened a new position in IBM (IBM) in Q4 2014: 1,445 shares worth $222K. The stake represents 0.74% of the portfolio and ranks #70 among its holdings. This is a return to the name: Alpine Partners USVI previously reported a position in IBM as recently as Q2 2013.

Alpine Partners USVI first reported a position in IBM in Q2 2013 and has held it in 2 quarters since. The position peaked at $8M in Q2 2013. 1,749 funds tracked by Wall St. Rank hold IBM as of Q4 2014.

  • Alpine Partners USVI held 1,445 shares of IBM worth $222K as of Q4 2014.
  • IBM was a new Alpine Partners USVI position in Q4 2014.
  • IBM made up 0.74% of Alpine Partners USVI's portfolio in Q4 2014, its #70 holding.
  • Alpine Partners USVI first reported a position in IBM in Q2 2013 and has held it in 2 quarters since.
  • Alpine Partners USVI's IBM position peaked at $8M in Q2 2013.
  • 1,749 funds tracked by Wall St. Rank held IBM as of Q4 2014.

Based on Alpine Partners USVI's 13F filing for Q4 2014, filed 12 Feb 2015.