Insight Capital Research & Management’s IBM IBM Stock Holding History

Insight Capital Research & 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 Q3	–	Sell	-10,822	Closed	-$1.68M	–	96
2015 Q2	$1.68M	Buy	+10,822	New	+$1.74M	0.44%	79
2015 Q1	–	Sell	-7,709	Closed	-$1.18M	–	125
2014 Q4	$1.18M	Sell	7,709 -86	-1%	-$13.7K	0.3%	96
2014 Q3	$1.42M	Sell	7,795 -7,340	-48%	-$1.34M	0.37%	86
2014 Q2	$2.62M	Buy	15,135 +4,473	+42%	+$805K	0.6%	68
2014 Q1	$1.96M	Sell	10,662 -3,842	-26%	-$676K	0.45%	77
2013 Q4	$2.6M	Sell	14,504 -1,018	-7%	-$176K	0.58%	69
2013 Q3	$2.66M	Buy	15,522 +876	+6%	+$159K	0.64%	53
2013 Q2	$2.68M	Buy	+14,646	New	+$2.85M	0.69%	52

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

Insight Capital Research & Management's IBM Position: Q3 2015 in Review

Insight Capital Research & Management sold out of IBM (IBM) in Q3 2015, closing a stake of 10,822 shares — an estimated $1.68M sold.

Insight Capital Research & Management first reported a position in IBM in Q2 2013 and held it in 8 quarters. The position peaked at $2.68M in Q2 2013. 1,713 funds tracked by Wall St. Rank hold IBM as of Q3 2015.

Insight Capital Research & Management reported no remaining IBM position as of Q3 2015 after selling out during the quarter.
Insight Capital Research & Management sold 10,822 IBM shares in Q3 2015, an estimated $1.68M.
Insight Capital Research & Management first reported a position in IBM in Q2 2013 and held it in 8 quarters.
Insight Capital Research & Management's IBM position peaked at $2.68M in Q2 2013.
1,713 funds tracked by Wall St. Rank held IBM as of Q3 2015.

Based on Insight Capital Research & Management's 13F filing for Q3 2015, filed 5 Nov 2015.