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Long Wharf Investors’s IBM IBM Stock Holding History

Long Wharf Investors’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
Q1 		– Sell
-3,901
Closed -$700K – 155
2013
Q4 		$700K Sell
3,901
-922
-19% -$159K 0.63% 38
2013
Q3 		$854K Buy
4,823
+94
+2% +$17.1K 0.81% 33
2013
Q2 		$864K Buy
+4,729
New +$921K 0.85% 34

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
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

Long Wharf Investors's IBM Position: Q1 2014 in Review

Long Wharf Investors sold out of IBM (IBM) in Q1 2014, closing a stake of 3,901 shares — an estimated $700K sold.

Long Wharf Investors first reported a position in IBM in Q2 2013 and held it in 3 quarters. The position peaked at $864K in Q2 2013. 1,731 funds tracked by Wall St. Rank hold IBM as of Q1 2014.

  • Long Wharf Investors reported no remaining IBM position as of Q1 2014 after selling out during the quarter.
  • Long Wharf Investors sold 3,901 IBM shares in Q1 2014, an estimated $700K.
  • Long Wharf Investors first reported a position in IBM in Q2 2013 and held it in 3 quarters.
  • Long Wharf Investors's IBM position peaked at $864K in Q2 2013.
  • 1,731 funds tracked by Wall St. Rank held IBM as of Q1 2014.

Based on Long Wharf Investors's 13F filing for Q1 2014, filed 29 Apr 2014.