First National Bank of Mount Dora’s IBM IBM Stock Holding History

First National Bank of Mount Dora’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 Q2	–	Sell	-4,881	Closed	-$748K	–	92
2015 Q1	$748K	Sell	4,881 -157	-3%	-$23.8K	0.4%	68
2014 Q4	$772K	Sell	5,038 -92	-2%	-$14.6K	0.43%	64
2014 Q3	$931K	Buy	5,130 +105	+2%	+$19.1K	0.55%	61
2014 Q2	$871K	Sell	5,025 -131	-3%	-$23.6K	0.51%	61
2014 Q1	$949K	Sell	5,156 -261	-5%	-$46K	0.58%	61
2013 Q4	$972K	Buy	5,417 +131	+2%	+$22.6K	0.63%	57
2013 Q3	$936K	Sell	5,286 -287	-5%	-$52.2K	0.68%	53
2013 Q2	$1.02M	Buy	+5,573	New	+$1.09M	0.76%	48

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

First National Bank of Mount Dora's IBM Position: Q2 2015 in Review

First National Bank of Mount Dora sold out of IBM (IBM) in Q2 2015, closing a stake of 4,881 shares — an estimated $748K sold.

First National Bank of Mount Dora first reported a position in IBM in Q2 2013 and held it in 8 quarters. The position peaked at $1.02M in Q2 2013. 1,741 funds tracked by Wall St. Rank hold IBM as of Q2 2015.

First National Bank of Mount Dora reported no remaining IBM position as of Q2 2015 after selling out during the quarter.
First National Bank of Mount Dora sold 4,881 IBM shares in Q2 2015, an estimated $748K.
First National Bank of Mount Dora first reported a position in IBM in Q2 2013 and held it in 8 quarters.
First National Bank of Mount Dora's IBM position peaked at $1.02M in Q2 2013.
1,741 funds tracked by Wall St. Rank held IBM as of Q2 2015.

Based on First National Bank of Mount Dora's 13F filing for Q2 2015, filed 9 Jul 2015.