J.M. Hartwell’s IBM IBM Stock Holding History

J.M. Hartwell’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
2014 Q4	–	Sell	-40,083	Closed	-$7.27M	–	102
2014 Q3	$7.27M	Sell	40,083 -2,751	-6%	-$501K	1.7%	19
2014 Q2	$7.42M	Sell	42,834 -33,388	-44%	-$6.01M	1.5%	21
2014 Q1	$14M	Sell	76,222 -10,654	-12%	-$1.88M	2.9%	9
2013 Q4	$15.6M	Sell	86,876 -19,758	-19%	-$3.41M	3.2%	11
2013 Q3	$18.9M	Sell	106,634 -1,350	-1%	-$245K	4.25%	7
2013 Q2	$19.7M	Buy	+107,984	New	+$21M	4.79%	6

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

J.M. Hartwell's IBM Position: Q4 2014 in Review

J.M. Hartwell sold out of IBM (IBM) in Q4 2014, closing a stake of 40,083 shares — an estimated $7.27M sold.

J.M. Hartwell first reported a position in IBM in Q2 2013 and held it in 6 quarters. The position peaked at $19.7M in Q2 2013. 1,749 funds tracked by Wall St. Rank hold IBM as of Q4 2014.

J.M. Hartwell reported no remaining IBM position as of Q4 2014 after selling out during the quarter.
J.M. Hartwell sold 40,083 IBM shares in Q4 2014, an estimated $7.27M.
J.M. Hartwell first reported a position in IBM in Q2 2013 and held it in 6 quarters.
J.M. Hartwell's IBM position peaked at $19.7M in Q2 2013.
1,749 funds tracked by Wall St. Rank held IBM as of Q4 2014.

Based on J.M. Hartwell's 13F filing for Q4 2014, filed 12 Jan 2015.