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Kopp Investment Advisors’s IBM IBM Stock Holding History

Kopp Investment 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
Q3 		– Sell
-4,833
Closed -$837K – 69
2014
Q2 		$837K Sell
4,833
-12
-0.2% -$2.16K 0.38% 56
2014
Q1 		$892K Buy
4,845
+256
+6% +$45.1K 0.37% 52
2013
Q4 		$823K Buy
4,589
+364
+9% +$62.8K 0.37% 52
2013
Q3 		$748K Sell
4,225
-15
-0.4% -$2.73K 0.27% 72
2013
Q2 		$775K Buy
+4,240
New +$826K 0.3% 75

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kopp Investment Advisors's IBM Position: Q3 2014 in Review

Kopp Investment Advisors sold out of IBM (IBM) in Q3 2014, closing a stake of 4,833 shares — an estimated $837K sold.

Kopp Investment Advisors first reported a position in IBM in Q2 2013 and held it in 5 quarters. The position peaked at $892K in Q1 2014. 1,707 funds tracked by Wall St. Rank hold IBM as of Q3 2014.

  • Kopp Investment Advisors reported no remaining IBM position as of Q3 2014 after selling out during the quarter.
  • Kopp Investment Advisors sold 4,833 IBM shares in Q3 2014, an estimated $837K.
  • Kopp Investment Advisors first reported a position in IBM in Q2 2013 and held it in 5 quarters.
  • Kopp Investment Advisors's IBM position peaked at $892K in Q1 2014.
  • 1,707 funds tracked by Wall St. Rank held IBM as of Q3 2014.

Based on Kopp Investment Advisors's 13F filing for Q3 2014, filed 4 Nov 2014.