MAA
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Managed Account Advisors’s IBM IBM Stock Holding History

Managed Account 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
2015
Q2 		$130M Sell
835,953
-53,591
-6% -$8.61M 0.11% 217
2015
Q1 		$136M Sell
889,544
-345,718
-28% -$52.4M 0.12% 205
2014
Q4 		$189M Sell
1,235,262
-392,430
-24% -$62.4M 0.19% 144
2014
Q3 		$295M Buy
1,627,692
+80,428
+5% +$14.7M 0.33% 74
2014
Q2 		$268M Buy
1,547,264
+27,069
+2% +$4.87M 0.32% 66
2014
Q1 		$280M Sell
1,520,195
-295,357
-16% -$52M 0.36% 57
2013
Q4 		$326M Sell
1,815,552
-262,636
-13% -$45.3M 0.44% 41
2013
Q3 		$368M Sell
2,078,188
-538,936
-21% -$98M 0.54% 27
2013
Q2 		$478M Buy
+2,617,124
New +$510M 0.74% 13

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