Index Management Solutions’s IBM IBM Stock Holding History

Index Management Solutions’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 Q3	$34K	Sell	243 -2,194	-90%	-$324K	0.03%	278
2015 Q2	$379K	Buy	2,437 +198	+9%	+$31.8K	0.35%	37
2015 Q1	$344K	Buy	2,239 +219	+11%	+$33.2K	0.26%	42
2014 Q4	$310K	Buy	2,020 +1,935	+2,276%	+$308K	0.04%	229
2014 Q3	$15K	Sell	85 -2,828	-97%	-$515K	﹤0.01%	991
2014 Q2	$505K	Buy	2,913 +1,789	+159%	+$322K	0.06%	268
2014 Q1	$207K	Buy	1,124 +689	+158%	+$121K	0.03%	259
2013 Q4	$78K	Buy	435 +161	+59%	+$27.8K	0.02%	297
2013 Q3	$49K	Buy	+274	New	+$49.8K	0.01%	456

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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 Oslo, Norway $935B AUM

Index Management Solutions's IBM Position: Q3 2015 in Review

Index Management Solutions reduced its IBM (IBM) stake by 90% in Q3 2015, selling an estimated $324K and leaving 243 shares worth $34K. The position accounts for 0.03% of the portfolio, ranked #278.

Index Management Solutions first reported a position in IBM in Q3 2013 and has held it in 9 quarters since. The position peaked at $505K in Q2 2014. 1,713 funds tracked by Wall St. Rank hold IBM as of Q3 2015.

Index Management Solutions held 243 shares of IBM worth $34K as of Q3 2015.
Index Management Solutions sold 2,194 IBM shares in Q3 2015, an estimated $324K.
IBM made up 0.03% of Index Management Solutions's portfolio in Q3 2015, its #278 holding.
Index Management Solutions first reported a position in IBM in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's IBM position peaked at $505K in Q2 2014.
1,713 funds tracked by Wall St. Rank held IBM as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.