Compass Efficient Model Portfolios’s IBM IBM Stock Holding History

Compass Efficient Model Portfolios’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
2013 Q4	$167K	Buy	+930	New	+$160K	6.29%	1

Other funds holding IBM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Compass Efficient Model Portfolios's IBM Position: Q4 2013 in Review

Compass Efficient Model Portfolios opened a new position in IBM (IBM) in Q4 2013: 930 shares worth $167K. The stake represents 6.29% of the portfolio and ranks #1 among its holdings.

1,754 funds tracked by Wall St. Rank hold IBM as of Q4 2013.

Compass Efficient Model Portfolios held 930 shares of IBM worth $167K as of Q4 2013.
IBM was a new Compass Efficient Model Portfolios position in Q4 2013.
IBM made up 6.29% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #1 holding.
1,754 funds tracked by Wall St. Rank held IBM as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.