IRF
SEM

IBM Retirement Fund’s Select Medical SEM Stock Holding History

IBM Retirement Fund’s Portfolio SEM Stock Details SEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-352,324
Closed -$2.2M – 1023
2013
Q4 		$2.2M Sell
352,324
-724,234
-67% -$3.54M 0.03% 585
2013
Q3 		$4.68M Buy
1,076,558
+306,054
+40% +$1.4M 0.06% 332
2013
Q2 		$3.4M Buy
+770,504
New +$3.41M 0.04% 452

Other funds holding SEM

NTC
North Tide Capital Boston, Massachusetts $469M AUM 6.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

IBM Retirement Fund's SEM Position: Q1 2014 in Review

IBM Retirement Fund sold out of Select Medical (SEM) in Q1 2014, closing a stake of 352,324 shares — an estimated $2.2M sold.

IBM Retirement Fund first reported a position in SEM in Q2 2013 and held it in 3 quarters. The position peaked at $4.68M in Q3 2013. 142 funds tracked by Wall St. Rank hold SEM as of Q1 2014.

  • IBM Retirement Fund reported no remaining Select Medical position as of Q1 2014 after selling out during the quarter.
  • IBM Retirement Fund sold 352,324 Select Medical shares in Q1 2014, an estimated $2.2M.
  • IBM Retirement Fund first reported a position in Select Medical in Q2 2013 and held it in 3 quarters.
  • IBM Retirement Fund's Select Medical position peaked at $4.68M in Q3 2013.
  • 142 funds tracked by Wall St. Rank held Select Medical as of Q1 2014.

Based on IBM Retirement Fund's 13F filing for Q1 2014, filed 19 May 2014.