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Edmunds White Partners’s IBM IBM Stock Holding History

Edmunds White Partners’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 		$22K Hold
120
– – 0.03% 43
2014
Q2 		$21K Sell
120
-3
-2% -$540 0.04% 41
2014
Q1 		$23K Buy
+123
New +$21.7K 0.03% 41

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 $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
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 $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Edmunds White Partners's IBM Position: Q3 2014 in Review

Edmunds White Partners held its IBM (IBM) position steady in Q3 2014 at 120 shares worth $22K. The position accounts for 0.03% of the portfolio, ranked #43.

Edmunds White Partners first reported a position in IBM in Q1 2014 and has held it in 3 quarters since. The position peaked at $23K in Q1 2014. 1,708 funds tracked by Wall St. Rank hold IBM as of Q3 2014.

  • Edmunds White Partners held 120 shares of IBM worth $22K as of Q3 2014.
  • Edmunds White Partners left its IBM share count unchanged in Q3 2014.
  • IBM made up 0.03% of Edmunds White Partners's portfolio in Q3 2014, its #43 holding.
  • Edmunds White Partners first reported a position in IBM in Q1 2014 and has held it in 3 quarters since.
  • Edmunds White Partners's IBM position peaked at $23K in Q1 2014.
  • 1,708 funds tracked by Wall St. Rank held IBM as of Q3 2014.

Based on Edmunds White Partners's 13F filing for Q3 2014, filed 4 Nov 2014.