GIM
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Greystone Investment Management’s IBM IBM Stock Holding History

Greystone Investment 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
2014
Q2 		– Sell
-38,902
Closed -$7.16M – 59
2014
Q1 		$7.16M Sell
38,902
-160
-0.4% -$28.2K 2.78% 17
2013
Q4 		$7M Buy
39,062
+5,790
+17% +$998K 2.79% 19
2013
Q3 		$5.89M Buy
33,272
+204
+0.6% +$37.1K 2.5% 21
2013
Q2 		$6.04M Buy
+33,068
New +$6.44M 2.57% 21

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Greystone Investment Management's IBM Position: Q2 2014 in Review

Greystone Investment Management sold out of IBM (IBM) in Q2 2014, closing a stake of 38,902 shares — an estimated $7.16M sold.

Greystone Investment Management first reported a position in IBM in Q2 2013 and held it in 4 quarters. The position peaked at $7.16M in Q1 2014. 1,727 funds tracked by Wall St. Rank hold IBM as of Q2 2014.

  • Greystone Investment Management reported no remaining IBM position as of Q2 2014 after selling out during the quarter.
  • Greystone Investment Management sold 38,902 IBM shares in Q2 2014, an estimated $7.16M.
  • Greystone Investment Management first reported a position in IBM in Q2 2013 and held it in 4 quarters.
  • Greystone Investment Management's IBM position peaked at $7.16M in Q1 2014.
  • 1,727 funds tracked by Wall St. Rank held IBM as of Q2 2014.

Based on Greystone Investment Management's 13F filing for Q2 2014, filed 1 Aug 2014.