Gratry & Company’s IBM IBM Stock Holding History

Gratry & Company’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 Q3	–	Sell	-2,480	Closed	-$453K	–	66
2013 Q2	$453K	Buy	+2,480	New	+$483K	0.18%	56

Other funds holding IBM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gratry & Company's IBM Position: Q3 2013 in Review

Gratry & Company sold out of IBM (IBM) in Q3 2013, closing a stake of 2,480 shares — an estimated $453K sold.

Gratry & Company first reported a position in IBM in Q2 2013 and held it in 1 quarter. The position peaked at $453K in Q2 2013. 1,667 funds tracked by Wall St. Rank hold IBM as of Q3 2013.

Gratry & Company reported no remaining IBM position as of Q3 2013 after selling out during the quarter.
Gratry & Company sold 2,480 IBM shares in Q3 2013, an estimated $453K.
Gratry & Company first reported a position in IBM in Q2 2013 and held it in 1 quarter.
Gratry & Company's IBM position peaked at $453K in Q2 2013.
1,667 funds tracked by Wall St. Rank held IBM as of Q3 2013.

Based on Gratry & Company's 13F filing for Q3 2013, filed 8 Nov 2013.