Emory University’s IBM IBM Stock Holding History

Emory University’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	-59	Closed	-$10K	–	75
2013 Q4	$10K	Hold	59	–	–	0.01%	43
2013 Q3	$10K	Hold	59	–	–	0.01%	39
2013 Q2	$11K	Buy	+59	New	+$11.5K	0.01%	31

Other funds holding IBM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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

Emory University's IBM Position: Q1 2014 in Review

Emory University sold out of IBM (IBM) in Q1 2014, closing a stake of 59 shares — an estimated $10K sold.

Emory University first reported a position in IBM in Q2 2013 and held it in 3 quarters. The position peaked at $11K in Q2 2013. 1,730 funds tracked by Wall St. Rank hold IBM as of Q1 2014.

Emory University reported no remaining IBM position as of Q1 2014 after selling out during the quarter.
Emory University sold 59 IBM shares in Q1 2014, an estimated $10K.
Emory University first reported a position in IBM in Q2 2013 and held it in 3 quarters.
Emory University's IBM position peaked at $11K in Q2 2013.
1,730 funds tracked by Wall St. Rank held IBM as of Q1 2014.

Based on Emory University's 13F filing for Q1 2014, filed 13 May 2014.