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AmeriServ Wealth Advisors’s IBM IBM Stock Holding History

AmeriServ Wealth Advisors’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
-1,860
Closed -$333K – 145
2013
Q4 		$333K Buy
1,860
+134
+8% +$23.1K 0.2% 127
2013
Q3 		$306K Sell
1,726
-52
-3% -$9.45K 0.19% 129
2013
Q2 		$325K Buy
+1,778
New +$346K 0.21% 129

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

AmeriServ Wealth Advisors's IBM Position: Q1 2014 in Review

AmeriServ Wealth Advisors sold out of IBM (IBM) in Q1 2014, closing a stake of 1,860 shares — an estimated $333K sold.

AmeriServ Wealth Advisors first reported a position in IBM in Q2 2013 and held it in 3 quarters. The position peaked at $333K in Q4 2013. 1,730 funds tracked by Wall St. Rank hold IBM as of Q1 2014.

  • AmeriServ Wealth Advisors reported no remaining IBM position as of Q1 2014 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 1,860 IBM shares in Q1 2014, an estimated $333K.
  • AmeriServ Wealth Advisors first reported a position in IBM in Q2 2013 and held it in 3 quarters.
  • AmeriServ Wealth Advisors's IBM position peaked at $333K in Q4 2013.
  • 1,730 funds tracked by Wall St. Rank held IBM as of Q1 2014.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2014, filed 14 May 2014.