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Keeley Asset Management’s IBM IBM Stock Holding History

Keeley Asset 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
2013
Q4 		– Sell
-1,443
Closed -$256K – 414
2013
Q3 		$256K Buy
+1,443
New +$262K ﹤0.01% 371

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $39.1B AUM 28.69% 1-Year Est. Return

Keeley Asset Management's IBM Position: Q4 2013 in Review

Keeley Asset Management sold out of IBM (IBM) in Q4 2013, closing a stake of 1,443 shares — an estimated $256K sold.

Keeley Asset Management first reported a position in IBM in Q3 2013 and held it in 1 quarter. The position peaked at $256K in Q3 2013. 1,756 funds tracked by Wall St. Rank hold IBM as of Q4 2013.

  • Keeley Asset Management reported no remaining IBM position as of Q4 2013 after selling out during the quarter.
  • Keeley Asset Management sold 1,443 IBM shares in Q4 2013, an estimated $256K.
  • Keeley Asset Management first reported a position in IBM in Q3 2013 and held it in 1 quarter.
  • Keeley Asset Management's IBM position peaked at $256K in Q3 2013.
  • 1,756 funds tracked by Wall St. Rank held IBM as of Q4 2013.

Based on Keeley Asset Management's 13F filing for Q4 2013, filed 14 Feb 2014.