Keel Point Advisors’s IBM IBM Stock Holding History

Keel Point Advisors’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	$638K	Buy	+4,161	New	+$662K	0.51%	20

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

Keel Point Advisors's IBM Position: Q4 2014 in Review

Keel Point Advisors opened a new position in IBM (IBM) in Q4 2014: 4,161 shares worth $638K. The stake represents 0.51% of the portfolio and ranks #20 among its holdings.

1,749 funds tracked by Wall St. Rank hold IBM as of Q4 2014.

Keel Point Advisors held 4,161 shares of IBM worth $638K as of Q4 2014.
IBM was a new Keel Point Advisors position in Q4 2014.
IBM made up 0.51% of Keel Point Advisors's portfolio in Q4 2014, its #20 holding.
1,749 funds tracked by Wall St. Rank held IBM as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.