MIM
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Midwest Investment Management’s IBM IBM Stock Holding History

Midwest Investment Management’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
-23,638
Closed -$4.29M – 54
2014
Q3 		$4.29M Sell
23,638
-989
-4% -$180K 3.2% 4
2014
Q2 		$4.27M Buy
24,627
+680
+3% +$122K 3.11% 5
2014
Q1 		$4.41M Buy
23,947
+10
+0% +$1.76K 3.29% 4
2013
Q4 		$4.29M Buy
23,937
+2,238
+10% +$386K 3.2% 3
2013
Q3 		$3.84M Buy
21,699
+6,114
+39% +$1.11M 3.23% 4
2013
Q2 		$2.85M Buy
+15,585
New +$3.04M 2.89% 5

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $3.37T AUM 44.26% 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 $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $1T AUM

Midwest Investment Management's IBM Position: Q4 2014 in Review

Midwest Investment Management sold out of IBM (IBM) in Q4 2014, closing a stake of 23,638 shares — an estimated $4.29M sold.

Midwest Investment Management first reported a position in IBM in Q2 2013 and held it in 6 quarters. The position peaked at $4.41M in Q1 2014. 1,751 funds tracked by Wall St. Rank hold IBM as of Q4 2014.

  • Midwest Investment Management reported no remaining IBM position as of Q4 2014 after selling out during the quarter.
  • Midwest Investment Management sold 23,638 IBM shares in Q4 2014, an estimated $4.29M.
  • Midwest Investment Management first reported a position in IBM in Q2 2013 and held it in 6 quarters.
  • Midwest Investment Management's IBM position peaked at $4.41M in Q1 2014.
  • 1,751 funds tracked by Wall St. Rank held IBM as of Q4 2014.

Based on Midwest Investment Management's 13F filing for Q4 2014, filed 12 Feb 2015.