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Bodri Capital Management’s IBM IBM Stock Holding History

Bodri Capital 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
2014
Q1 		– Sell
-5,230
Closed -$938K – 52
2013
Q4 		$938K Buy
+5,230
New +$902K 0.46% 50

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BIT
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State Farm Mutual Automobile Insurance
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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

Bodri Capital Management's IBM Position: Q1 2014 in Review

Bodri Capital Management sold out of IBM (IBM) in Q1 2014, closing a stake of 5,230 shares — an estimated $938K sold.

Bodri Capital Management first reported a position in IBM in Q4 2013 and held it in 1 quarter. The position peaked at $938K in Q4 2013. 1,730 funds tracked by Wall St. Rank hold IBM as of Q1 2014.

  • Bodri Capital Management reported no remaining IBM position as of Q1 2014 after selling out during the quarter.
  • Bodri Capital Management sold 5,230 IBM shares in Q1 2014, an estimated $938K.
  • Bodri Capital Management first reported a position in IBM in Q4 2013 and held it in 1 quarter.
  • Bodri Capital Management's IBM position peaked at $938K in Q4 2013.
  • 1,730 funds tracked by Wall St. Rank held IBM as of Q1 2014.

Based on Bodri Capital Management's 13F filing for Q1 2014, filed 13 May 2014.