Atherton Lane Advisers’s IBM IBM Stock Holding History

Atherton Lane Advisers’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
2015 Q4	$843K	Sell	6,405 -1,600	-20%	-$215K	0.05%	110
2015 Q3	$1.11M	Sell	8,005 -464	-5%	-$68.5K	0.07%	91
2015 Q2	$1.32M	Sell	8,469 -2,440	-22%	-$392K	0.07%	89
2015 Q1	$1.67M	Sell	10,909 -592	-5%	-$89.8K	0.09%	91
2014 Q4	$1.76M	Sell	11,501 -29,961	-72%	-$4.77M	0.1%	90
2014 Q3	$7.53M	Sell	41,462 -2,895	-7%	-$527K	0.43%	72
2014 Q2	$7.69M	Sell	44,357 -16,660	-27%	-$3M	0.43%	71
2014 Q1	$11.2M	Sell	61,017 -16,142	-21%	-$2.84M	0.69%	62
2013 Q4	$13.8M	Sell	77,159 -16,191	-17%	-$2.79M	0.87%	60
2013 Q3	$16.5M	Buy	93,350 +7,524	+9%	+$1.37M	1.13%	56
2013 Q2	$15.7M	Buy	+85,826	New	+$16.7M	1.15%	50

Other funds holding IBM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Atherton Lane Advisers's IBM Position: Q4 2015 in Review

Atherton Lane Advisers reduced its IBM (IBM) stake by 20% in Q4 2015, selling an estimated $215K and leaving 6,405 shares worth $843K. The position accounts for 0.05% of the portfolio, ranked #110.

Atherton Lane Advisers first reported a position in IBM in Q2 2013 and has held it in 11 quarters since. The position peaked at $16.5M in Q3 2013. 1,735 funds tracked by Wall St. Rank hold IBM as of Q4 2015.

Atherton Lane Advisers held 6,405 shares of IBM worth $843K as of Q4 2015.
Atherton Lane Advisers sold 1,600 IBM shares in Q4 2015, an estimated $215K.
IBM made up 0.05% of Atherton Lane Advisers's portfolio in Q4 2015, its #110 holding.
Atherton Lane Advisers first reported a position in IBM in Q2 2013 and has held it in 11 quarters since.
Atherton Lane Advisers's IBM position peaked at $16.5M in Q3 2013.
1,735 funds tracked by Wall St. Rank held IBM as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.