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Greystone Managed Investments’s IBM IBM Stock Holding History

Greystone Managed Investments’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
-194,838
Closed -$34.5M – 86
2013
Q3 		$34.5M Sell
194,838
-14,770
-7% -$2.68M 0.49% 41
2013
Q2 		$38.3M Buy
+209,608
New +$40.8M 0.57% 29

Other funds holding IBM

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

Greystone Managed Investments's IBM Position: Q4 2013 in Review

Greystone Managed Investments sold out of IBM (IBM) in Q4 2013, closing a stake of 194,838 shares — an estimated $34.5M sold.

Greystone Managed Investments first reported a position in IBM in Q2 2013 and held it in 2 quarters. The position peaked at $38.3M in Q2 2013. 1,755 funds tracked by Wall St. Rank hold IBM as of Q4 2013.

  • Greystone Managed Investments reported no remaining IBM position as of Q4 2013 after selling out during the quarter.
  • Greystone Managed Investments sold 194,838 IBM shares in Q4 2013, an estimated $34.5M.
  • Greystone Managed Investments first reported a position in IBM in Q2 2013 and held it in 2 quarters.
  • Greystone Managed Investments's IBM position peaked at $38.3M in Q2 2013.
  • 1,755 funds tracked by Wall St. Rank held IBM as of Q4 2013.

Based on Greystone Managed Investments's 13F filing for Q4 2013, filed 10 Feb 2014.