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GlobalBridge’s IBM IBM Stock Holding History

GlobalBridge’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
Q1 		$630K Sell
3,425
-274
-7% -$48.2K 0.29% 130
2013
Q4 		$663K Sell
3,699
-1,991
-35% -$343K 0.33% 115
2013
Q3 		$1.01M Sell
5,690
-494
-8% -$89.8K 0.54% 50
2013
Q2 		$1.13M Buy
+6,184
New +$1.2M 0.62% 32

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
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

GlobalBridge's IBM Position: Q1 2014 in Review

GlobalBridge reduced its IBM (IBM) stake by 7.4% in Q1 2014, selling an estimated $48.2K and leaving 3,425 shares worth $630K. The position accounts for 0.29% of the portfolio, ranked #130.

GlobalBridge first reported a position in IBM in Q2 2013 and has held it in 4 quarters since. The position peaked at $1.13M in Q2 2013. 1,731 funds tracked by Wall St. Rank hold IBM as of Q1 2014.

  • GlobalBridge held 3,425 shares of IBM worth $630K as of Q1 2014.
  • GlobalBridge sold 274 IBM shares in Q1 2014, an estimated $48.2K.
  • IBM made up 0.29% of GlobalBridge's portfolio in Q1 2014, its #130 holding.
  • GlobalBridge first reported a position in IBM in Q2 2013 and has held it in 4 quarters since.
  • GlobalBridge's IBM position peaked at $1.13M in Q2 2013.
  • 1,731 funds tracked by Wall St. Rank held IBM as of Q1 2014.

Based on GlobalBridge's 13F filing for Q1 2014, filed 8 Apr 2014.