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Guardian Investor Services’s IBM IBM Stock Holding History

Guardian Investor Services’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 		$1.02M Sell
6,641
-20
-0.3% -$3.03K 0.81% 23
2014
Q4 		$1.02M Sell
6,661
-223
-3% -$35.5K 0.81% 22
2014
Q3 		$1.25M Sell
6,884
-732
-10% -$133K 1.01% 16
2014
Q2 		$1.32M Sell
7,616
-617
-7% -$111K 1.01% 15
2014
Q1 		$1.51M Sell
8,233
-399
-5% -$70.2K 1.18% 13
2013
Q4 		$1.55M Sell
8,632
-102
-1% -$17.6K 1.18% 13
2013
Q3 		$1.55M Sell
8,734
-167
-2% -$30.4K 1.29% 12
2013
Q2 		$1.63M Buy
+8,901
New +$1.73M 1.39% 13

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

Guardian Investor Services's IBM Position: Q1 2015 in Review

Guardian Investor Services reduced its IBM (IBM) stake by 0.3% in Q1 2015, selling an estimated $3.03K and leaving 6,641 shares worth $1.02M. The position accounts for 0.81% of the portfolio, ranked #23.

Guardian Investor Services first reported a position in IBM in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.63M in Q2 2013. 1,725 funds tracked by Wall St. Rank hold IBM as of Q1 2015.

  • Guardian Investor Services held 6,641 shares of IBM worth $1.02M as of Q1 2015.
  • Guardian Investor Services sold 20 IBM shares in Q1 2015, an estimated $3.03K.
  • IBM made up 0.81% of Guardian Investor Services's portfolio in Q1 2015, its #23 holding.
  • Guardian Investor Services first reported a position in IBM in Q2 2013 and has held it in 8 quarters since.
  • Guardian Investor Services's IBM position peaked at $1.63M in Q2 2013.
  • 1,725 funds tracked by Wall St. Rank held IBM as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.