Espalier Global Management’s IBM IBM Stock Holding History

Espalier Global 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
2016 Q4	–	Sell	-26,150	Closed	-$3.97M	–	23
2016 Q3	$3.97M	Buy	+26,150	New	+$3.97M	1.29%	21

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Espalier Global Management's IBM Position: Q4 2016 in Review

Espalier Global Management sold out of IBM (IBM) in Q4 2016, closing a stake of 26,150 shares — an estimated $3.97M sold.

Espalier Global Management first reported a position in IBM in Q3 2016 and held it in 1 quarter. The position peaked at $3.97M in Q3 2016. 1,816 funds tracked by Wall St. Rank hold IBM as of Q4 2016.

Espalier Global Management reported no remaining IBM position as of Q4 2016 after selling out during the quarter.
Espalier Global Management sold 26,150 IBM shares in Q4 2016, an estimated $3.97M.
Espalier Global Management first reported a position in IBM in Q3 2016 and held it in 1 quarter.
Espalier Global Management's IBM position peaked at $3.97M in Q3 2016.
1,816 funds tracked by Wall St. Rank held IBM as of Q4 2016.

Based on Espalier Global Management's 13F filing for Q4 2016.