CC
IBM icon

Columbia Capital’s IBM IBM Stock Holding History

Columbia Capital’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
Q2 		– Sell
-12,921
Closed -$2.35M – 70
2014
Q1 		$2.35M Buy
12,921
+1,211
+10% +$213K 1.69% 20
2013
Q4 		$2.1M Buy
11,710
+63
+0.5% +$10.9K 1.86% 20
2013
Q3 		$2.08M Buy
11,647
+2,206
+23% +$401K 1.87% 18
2013
Q2 		$1.73M Buy
+9,441
New +$1.84M 1.78% 21

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $3.37T AUM 44.26% 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 $146B AUM 55.73% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Columbia Capital's IBM Position: Q2 2014 in Review

Columbia Capital sold out of IBM (IBM) in Q2 2014, closing a stake of 12,921 shares — an estimated $2.35M sold.

Columbia Capital first reported a position in IBM in Q2 2013 and held it in 4 quarters. The position peaked at $2.35M in Q1 2014. 1,727 funds tracked by Wall St. Rank hold IBM as of Q2 2014.

  • Columbia Capital reported no remaining IBM position as of Q2 2014 after selling out during the quarter.
  • Columbia Capital sold 12,921 IBM shares in Q2 2014, an estimated $2.35M.
  • Columbia Capital first reported a position in IBM in Q2 2013 and held it in 4 quarters.
  • Columbia Capital's IBM position peaked at $2.35M in Q1 2014.
  • 1,727 funds tracked by Wall St. Rank held IBM as of Q2 2014.

Based on Columbia Capital's 13F filing for Q2 2014, filed 16 Jul 2014.