MacGuire Cheswick & Tuttle Investment Counsel’s IBM IBM Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’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	-1,308	Closed	-$237K	–	99
2014 Q3	$237K	Hold	1,308	–	–	0.06%	91
2014 Q2	$227K	Hold	1,308	–	–	0.05%	89
2014 Q1	$241K	Hold	1,308	–	–	0.06%	89
2013 Q4	$234K	Sell	1,308 -1,359	-51%	-$234K	0.06%	92
2013 Q3	$472K	Sell	2,667 -22,657	-89%	-$4.12M	0.13%	70
2013 Q2	$4.63M	Buy	+25,324	New	+$4.93M	1.33%	30

Other funds holding IBM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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 Oslo, Norway $935B AUM

MacGuire Cheswick & Tuttle Investment Counsel's IBM Position: Q4 2014 in Review

MacGuire Cheswick & Tuttle Investment Counsel sold out of IBM (IBM) in Q4 2014, closing a stake of 1,308 shares — an estimated $237K sold.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in IBM in Q2 2013 and held it in 6 quarters. The position peaked at $4.63M in Q2 2013. 1,751 funds tracked by Wall St. Rank hold IBM as of Q4 2014.

MacGuire Cheswick & Tuttle Investment Counsel reported no remaining IBM position as of Q4 2014 after selling out during the quarter.
MacGuire Cheswick & Tuttle Investment Counsel sold 1,308 IBM shares in Q4 2014, an estimated $237K.
MacGuire Cheswick & Tuttle Investment Counsel first reported a position in IBM in Q2 2013 and held it in 6 quarters.
MacGuire Cheswick & Tuttle Investment Counsel's IBM position peaked at $4.63M in Q2 2013.
1,751 funds tracked by Wall St. Rank held IBM as of Q4 2014.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q4 2014, filed 4 Feb 2015.