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NewFocus Financial Group’s IBM IBM Stock Holding History

NewFocus Financial Group’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
-11,076
Closed -$2M – 61
2014
Q3 		$2M Buy
11,076
+196
+2% +$35.7K 1.61% 30
2014
Q2 		$1.89M Buy
+10,880
New +$1.96M 1.49% 32

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

NewFocus Financial Group's IBM Position: Q4 2014 in Review

NewFocus Financial Group sold out of IBM (IBM) in Q4 2014, closing a stake of 11,076 shares — an estimated $2M sold.

NewFocus Financial Group first reported a position in IBM in Q2 2014 and held it in 2 quarters. The position peaked at $2M in Q3 2014. 1,751 funds tracked by Wall St. Rank hold IBM as of Q4 2014.

  • NewFocus Financial Group reported no remaining IBM position as of Q4 2014 after selling out during the quarter.
  • NewFocus Financial Group sold 11,076 IBM shares in Q4 2014, an estimated $2M.
  • NewFocus Financial Group first reported a position in IBM in Q2 2014 and held it in 2 quarters.
  • NewFocus Financial Group's IBM position peaked at $2M in Q3 2014.
  • 1,751 funds tracked by Wall St. Rank held IBM as of Q4 2014.

Based on NewFocus Financial Group's 13F filing for Q4 2014, filed 11 Feb 2015.