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Groesbeck Investment Management’s IBM IBM Stock Holding History

Groesbeck 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
2015
Q1 		– Sell
-1,500
Closed -$230K – 95
2014
Q4 		$230K Sell
1,500
-20,438
-93% -$3.25M 0.11% 89
2014
Q3 		$3.98M Sell
21,938
-3,611
-14% -$658K 1.89% 21
2014
Q2 		$4.43M Sell
25,549
-11,359
-31% -$2.04M 1.93% 19
2014
Q1 		$6.79M Sell
36,908
-1,763
-5% -$310K 3.06% 6
2013
Q4 		$6.93M Sell
38,671
-1,943
-5% -$335K 2.88% 8
2013
Q3 		$7.19M Sell
40,614
-1,903
-4% -$346K 3.12% 5
2013
Q2 		$7.77M Buy
+42,517
New +$8.28M 3.28% 5

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Groesbeck Investment Management's IBM Position: Q1 2015 in Review

Groesbeck Investment Management sold out of IBM (IBM) in Q1 2015, closing a stake of 1,500 shares — an estimated $230K sold.

Groesbeck Investment Management first reported a position in IBM in Q2 2013 and held it in 7 quarters. The position peaked at $7.77M in Q2 2013. 1,725 funds tracked by Wall St. Rank hold IBM as of Q1 2015.

  • Groesbeck Investment Management reported no remaining IBM position as of Q1 2015 after selling out during the quarter.
  • Groesbeck Investment Management sold 1,500 IBM shares in Q1 2015, an estimated $230K.
  • Groesbeck Investment Management first reported a position in IBM in Q2 2013 and held it in 7 quarters.
  • Groesbeck Investment Management's IBM position peaked at $7.77M in Q2 2013.
  • 1,725 funds tracked by Wall St. Rank held IBM as of Q1 2015.

Based on Groesbeck Investment Management's 13F filing for Q1 2015, filed 13 May 2015.