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Jay A. Fishman Ltd’s IBM IBM Stock Holding History

Jay A. Fishman Ltd’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
Q1 		– Sell
-21,083
Closed -$3.78M – 94
2013
Q4 		$3.78M Buy
21,083
+7,433
+54% +$1.28M 0.85% 29
2013
Q3 		$2.42M Buy
13,650
+75
+0.6% +$13.6K 0.6% 35
2013
Q2 		$2.48M Buy
+13,575
New +$2.64M 0.64% 35

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Jay A. Fishman Ltd's IBM Position: Q1 2014 in Review

Jay A. Fishman Ltd sold out of IBM (IBM) in Q1 2014, closing a stake of 21,083 shares — an estimated $3.78M sold.

Jay A. Fishman Ltd first reported a position in IBM in Q2 2013 and held it in 3 quarters. The position peaked at $3.78M in Q4 2013. 1,732 funds tracked by Wall St. Rank hold IBM as of Q1 2014.

  • Jay A. Fishman Ltd reported no remaining IBM position as of Q1 2014 after selling out during the quarter.
  • Jay A. Fishman Ltd sold 21,083 IBM shares in Q1 2014, an estimated $3.78M.
  • Jay A. Fishman Ltd first reported a position in IBM in Q2 2013 and held it in 3 quarters.
  • Jay A. Fishman Ltd's IBM position peaked at $3.78M in Q4 2013.
  • 1,732 funds tracked by Wall St. Rank held IBM as of Q1 2014.

Based on Jay A. Fishman Ltd's 13F filing for Q1 2014, filed 1 May 2014.