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Fiduciary Financial Services of The Southwest’s IBM IBM Stock Holding History

Fiduciary Financial Services of The Southwest’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
Q4 		– Sell
-1,718
Closed -$312K – 171
2014
Q3 		$312K Buy
+1,718
New +$313K 0.09% 142
2014
Q1 		– Sell
-1,145
Closed -$205K – 164
2013
Q4 		$205K Sell
1,145
-115
-9% -$19.8K 0.06% 155
2013
Q3 		$223K Sell
1,260
-157
-11% -$28.5K 0.07% 150
2013
Q2 		$259K Buy
+1,417
New +$276K 0.09% 138

Other funds holding IBM

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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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Fiduciary Financial Services of The Southwest's IBM Position: Q4 2014 in Review

Fiduciary Financial Services of The Southwest sold out of IBM (IBM) in Q4 2014, closing a stake of 1,718 shares — an estimated $312K sold.

Fiduciary Financial Services of The Southwest first reported a position in IBM in Q2 2013 and held it in 4 quarters. The position peaked at $312K in Q3 2014. 1,751 funds tracked by Wall St. Rank hold IBM as of Q4 2014.

  • Fiduciary Financial Services of The Southwest reported no remaining IBM position as of Q4 2014 after selling out during the quarter.
  • Fiduciary Financial Services of The Southwest sold 1,718 IBM shares in Q4 2014, an estimated $312K.
  • Fiduciary Financial Services of The Southwest first reported a position in IBM in Q2 2013 and held it in 4 quarters.
  • Fiduciary Financial Services of The Southwest's IBM position peaked at $312K in Q3 2014.
  • 1,751 funds tracked by Wall St. Rank held IBM as of Q4 2014.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2014, filed 12 Feb 2015.