Fusion Investment Group’s IBM IBM Stock Holding History

Fusion Investment Group’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 Q3	–	Sell	-9,832	Closed	-$18K	–	219
2014 Q2	$18K	Buy	+9,832	New	+$1.77M	0.02%	166

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

Fusion Investment Group's IBM Position: Q3 2015 in Review

Fusion Investment Group sold out of IBM (IBM) in Q3 2015, closing a stake of 45,156 shares — an estimated $7.02M sold.

Fusion Investment Group first reported a position in IBM in Q4 2013 and held it in 7 quarters. The position peaked at $8.17M in Q3 2014. 1,714 funds tracked by Wall St. Rank hold IBM as of Q3 2015.

Fusion Investment Group reported no remaining IBM position as of Q3 2015 after selling out during the quarter.
Fusion Investment Group sold 45,156 IBM shares in Q3 2015, an estimated $7.02M.
Fusion Investment Group first reported a position in IBM in Q4 2013 and held it in 7 quarters.
Fusion Investment Group's IBM position peaked at $8.17M in Q3 2014.
1,714 funds tracked by Wall St. Rank held IBM as of Q3 2015.

Based on Fusion Investment Group's 13F filing for Q3 2015, filed 16 Nov 2015.