Hedeker Wealth’s IBM IBM Stock Holding History

Hedeker Wealth’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
2016 Q1	–	Sell	-20	Closed	-$2K	–	116
2015 Q4	$2K	Buy	+20	New	+$2.69K	﹤0.01%	129

Other funds holding IBM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Hedeker Wealth's IBM Position: Q1 2016 in Review

Hedeker Wealth sold out of IBM (IBM) in Q1 2016, closing a stake of 20 shares — an estimated $2K sold.

Hedeker Wealth first reported a position in IBM in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 1,714 funds tracked by Wall St. Rank hold IBM as of Q1 2016.

Hedeker Wealth reported no remaining IBM position as of Q1 2016 after selling out during the quarter.
Hedeker Wealth sold 20 IBM shares in Q1 2016, an estimated $2K.
Hedeker Wealth first reported a position in IBM in Q4 2015 and held it in 1 quarter.
Hedeker Wealth's IBM position peaked at $2K in Q4 2015.
1,714 funds tracked by Wall St. Rank held IBM as of Q1 2016.

Based on Hedeker Wealth's 13F filing for Q1 2016, filed 10 May 2016.