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Geneva Capital Management’s IBM IBM Stock Holding History

Geneva Capital Management’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
2013
Q4 		– Sell
-4,909
Closed -$869K – 140
2013
Q3 		$869K Buy
4,909
+121
+3% +$22K 0.02% 133
2013
Q2 		$875K Buy
+4,788
New +$932K 0.02% 135

Other funds holding IBM

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geneva Capital Management's IBM Position: Q4 2013 in Review

Geneva Capital Management sold out of IBM (IBM) in Q4 2013, closing a stake of 4,909 shares — an estimated $869K sold.

Geneva Capital Management first reported a position in IBM in Q2 2013 and held it in 2 quarters. The position peaked at $875K in Q2 2013. 1,756 funds tracked by Wall St. Rank hold IBM as of Q4 2013.

  • Geneva Capital Management reported no remaining IBM position as of Q4 2013 after selling out during the quarter.
  • Geneva Capital Management sold 4,909 IBM shares in Q4 2013, an estimated $869K.
  • Geneva Capital Management first reported a position in IBM in Q2 2013 and held it in 2 quarters.
  • Geneva Capital Management's IBM position peaked at $875K in Q2 2013.
  • 1,756 funds tracked by Wall St. Rank held IBM as of Q4 2013.

Based on Geneva Capital Management's 13F filing for Q4 2013, filed 11 Feb 2014.