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Lombard Odier & Cie (Canada)’s IBM IBM Stock Holding History

Lombard Odier & Cie (Canada)’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 		– Sell
-628
Closed -$114K – 137
2014
Q3 		$114K Sell
628
-289
-32% -$52.7K 0.07% 101
2014
Q2 		$159K Sell
917
-328
-26% -$59K 0.1% 95
2014
Q1 		$229K Hold
1,245
– – 0.18% 74
2013
Q4 		$224K Buy
+1,245
New +$215K 0.22% 59

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
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
Northern Trust
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
Norges Bank Oslo, Norway $935B AUM

Lombard Odier & Cie (Canada)'s IBM Position: Q4 2014 in Review

Lombard Odier & Cie (Canada) sold out of IBM (IBM) in Q4 2014, closing a stake of 628 shares — an estimated $114K sold.

Lombard Odier & Cie (Canada) first reported a position in IBM in Q4 2013 and held it in 4 quarters. The position peaked at $229K in Q1 2014. 1,750 funds tracked by Wall St. Rank hold IBM as of Q4 2014.

  • Lombard Odier & Cie (Canada) reported no remaining IBM position as of Q4 2014 after selling out during the quarter.
  • Lombard Odier & Cie (Canada) sold 628 IBM shares in Q4 2014, an estimated $114K.
  • Lombard Odier & Cie (Canada) first reported a position in IBM in Q4 2013 and held it in 4 quarters.
  • Lombard Odier & Cie (Canada)'s IBM position peaked at $229K in Q1 2014.
  • 1,750 funds tracked by Wall St. Rank held IBM as of Q4 2014.

Based on Lombard Odier & Cie (Canada)'s 13F filing for Q4 2014, filed 13 Feb 2015.