Gary Goldberg Planning Services’s IBM IBM Stock Holding History

Gary Goldberg Planning Services’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	$2.93M	Buy	19,130 +49	+0.3%	+$7.8K	1.23%	22
2014 Q3	$3.46M	Buy	19,081 +841	+5%	+$153K	1.44%	22
2014 Q2	$3.16M	Sell	18,240 -1,119	-6%	-$201K	1.39%	21
2014 Q1	$3.56M	Sell	19,359 -1,432	-7%	-$252K	1.74%	18
2013 Q4	$3.73M	Sell	20,791 -697	-3%	-$120K	2.17%	15
2013 Q3	$3.8M	Sell	21,488 -246	-1%	-$44.7K	2.31%	13
2013 Q2	$3.97M	Buy	+21,734	New	+$4.23M	2.54%	15

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

Gary Goldberg Planning Services's IBM Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its IBM (IBM) stake by 0.26% in Q4 2014, buying an estimated $7.8K and bringing the position to 19,130 shares worth $2.93M. The position accounts for 1.23% of the portfolio, ranked #22.

Gary Goldberg Planning Services first reported a position in IBM in Q2 2013 and has held it in 7 quarters since. The position peaked at $3.97M in Q2 2013. 1,749 funds tracked by Wall St. Rank hold IBM as of Q4 2014.

Gary Goldberg Planning Services held 19,130 shares of IBM worth $2.93M as of Q4 2014.
Gary Goldberg Planning Services bought 49 IBM shares in Q4 2014, an estimated $7.8K.
IBM made up 1.23% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #22 holding.
Gary Goldberg Planning Services first reported a position in IBM in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's IBM position peaked at $3.97M in Q2 2013.
1,749 funds tracked by Wall St. Rank held IBM as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.