FutureAdvisor’s IBM IBM Stock Holding History

FutureAdvisor’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 Q3	–	Sell	-1,534	Closed	-$242K	–	58
2015 Q2	$242K	Sell	1,534 -5	-0.3%	-$804	0.04%	51
2015 Q1	$235K	Buy	1,539 +64	+4%	+$9.71K	0.06%	53
2014 Q4	$226K	Buy	+1,475	New	+$235K	0.08%	51

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

FutureAdvisor's IBM Position: Q3 2015 in Review

FutureAdvisor sold out of IBM (IBM) in Q3 2015, closing a stake of 1,534 shares — an estimated $242K sold.

FutureAdvisor first reported a position in IBM in Q4 2014 and held it in 3 quarters. The position peaked at $242K in Q2 2015. 1,713 funds tracked by Wall St. Rank hold IBM as of Q3 2015.

FutureAdvisor reported no remaining IBM position as of Q3 2015 after selling out during the quarter.
FutureAdvisor sold 1,534 IBM shares in Q3 2015, an estimated $242K.
FutureAdvisor first reported a position in IBM in Q4 2014 and held it in 3 quarters.
FutureAdvisor's IBM position peaked at $242K in Q2 2015.
1,713 funds tracked by Wall St. Rank held IBM as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.