KIG
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Kovitz Investment Group’s IBM IBM Stock Holding History

Kovitz Investment Group’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
2015
Q4 		$1.57M Sell
11,970
-105
-0.9% -$14.1K 0.1% 61
2015
Q3 		$1.67M Sell
12,075
-128
-1% -$18.9K 0.1% 58
2015
Q2 		$1.9M Buy
12,203
+238
+2% +$38.3K 0.11% 60
2015
Q1 		$1.84M Sell
11,965
-37
-0.3% -$5.61K 0.1% 58
2014
Q4 		$1.84M Sell
12,002
-1,673
-12% -$266K 0.09% 60
2014
Q3 		$2.48M Sell
13,675
-1,948
-12% -$355K 0.13% 51
2014
Q2 		$2.71M Sell
15,623
-56,763
-78% -$10.2M 0.14% 52
2014
Q1 		$14.8M Sell
72,386
-376,009
-84% -$66.2M 0.76% 45
2013
Q4 		$80.4M Buy
448,395
+109,063
+32% +$18.8M 3.66% 5
2013
Q3 		$60.1M Buy
339,332
+33,581
+11% +$6.1M 2.91% 14
2013
Q2 		$55.9M Buy
+305,751
New +$59.5M 2.86% 16

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State Street
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BIT
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM