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Detwiler Fenton Investment Management’s IBM IBM Stock Holding History

Detwiler Fenton Investment 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
Q3 		– Sell
-1,255
Closed -$218K – 80
2014
Q2 		$218K Hold
1,255
– – 0.18% 95
2014
Q1 		$231K Sell
1,255
-424
-25% -$74.6K 0.2% 84
2013
Q4 		$301K Buy
1,679
+110
+7% +$19K 0.27% 82
2013
Q3 		$278K Sell
1,569
-1,443
-48% -$262K 0.25% 90
2013
Q2 		$550K Buy
+3,012
New +$587K 0.56% 45

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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Detwiler Fenton Investment Management's IBM Position: Q3 2014 in Review

Detwiler Fenton Investment Management sold out of IBM (IBM) in Q3 2014, closing a stake of 1,255 shares — an estimated $218K sold.

Detwiler Fenton Investment Management first reported a position in IBM in Q2 2013 and held it in 5 quarters. The position peaked at $550K in Q2 2013. 1,708 funds tracked by Wall St. Rank hold IBM as of Q3 2014.

  • Detwiler Fenton Investment Management reported no remaining IBM position as of Q3 2014 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 1,255 IBM shares in Q3 2014, an estimated $218K.
  • Detwiler Fenton Investment Management first reported a position in IBM in Q2 2013 and held it in 5 quarters.
  • Detwiler Fenton Investment Management's IBM position peaked at $550K in Q2 2013.
  • 1,708 funds tracked by Wall St. Rank held IBM as of Q3 2014.

Based on Detwiler Fenton Investment Management's 13F filing for Q3 2014, filed 24 Oct 2014.