Fiduciary Services Corp’s IBM IBM Stock Holding History

Fiduciary Services Corp’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
2015 Q1	$3.67M	Buy	23,944 +1,774	+8%	+$269K	1.2%	26
2014 Q4	$3.4M	Sell	22,170 -2,191	-9%	-$349K	1.17%	26
2014 Q3	$4.42M	Buy	24,361 +2,333	+11%	+$425K	1.62%	11
2014 Q2	$3.82M	Buy	22,028 +2,378	+12%	+$428K	1.43%	17
2014 Q1	$3.62M	Buy	19,650 +941	+5%	+$166K	1.44%	19
2013 Q4	$3.35M	Buy	18,709 +98	+0.5%	+$16.9K	1.34%	23
2013 Q3	$3.29M	Sell	18,611 -2,355	-11%	-$428K	1.46%	19
2013 Q2	$3.83M	Buy	+20,966	New	+$4.08M	1.7%	11

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BFA

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

Norges Bank Oslo, Norway $935B AUM

Fiduciary Services Corp's IBM Position: Q1 2015 in Review

Fiduciary Services Corp increased its IBM (IBM) stake by 8% in Q1 2015, buying an estimated $269K and bringing the position to 23,944 shares worth $3.67M. The position accounts for 1.2% of the portfolio, ranked #26.

Fiduciary Services Corp first reported a position in IBM in Q2 2013 and has held it in 8 quarters since. The position peaked at $4.42M in Q3 2014. 1,724 funds tracked by Wall St. Rank hold IBM as of Q1 2015.

Fiduciary Services Corp held 23,944 shares of IBM worth $3.67M as of Q1 2015.
Fiduciary Services Corp bought 1,774 IBM shares in Q1 2015, an estimated $269K.
IBM made up 1.2% of Fiduciary Services Corp's portfolio in Q1 2015, its #26 holding.
Fiduciary Services Corp first reported a position in IBM in Q2 2013 and has held it in 8 quarters since.
Fiduciary Services Corp's IBM position peaked at $4.42M in Q3 2014.
1,724 funds tracked by Wall St. Rank held IBM as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.