Nichols Asset Management’s IBM IBM Stock Holding History

Nichols Asset 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
2016 Q4	$252K	Hold	1,590	–	–	0.49%	61
2016 Q3	$241K	Hold	1,590	–	–	0.45%	62
2016 Q2	$231K	Hold	1,590	–	–	0.47%	64
2016 Q1	$230K	Sell	1,590 -523	-25%	-$66.8K	0.05%	107
2015 Q4	$278K	Hold	2,113	–	–	0.06%	103
2015 Q3	$293K	Hold	2,113	–	–	0.07%	108
2015 Q2	$329K	Hold	2,113	–	–	0.06%	109
2015 Q1	$324K	Hold	2,113	–	–	0.06%	114
2014 Q4	$324K	Hold	2,113	–	–	0.06%	115
2014 Q3	$383K	Hold	2,113	–	–	0.08%	105
2014 Q2	$366K	Hold	2,113	–	–	0.07%	104
2014 Q1	$389K	Hold	2,113	–	–	0.09%	105
2013 Q4	$379K	Sell	2,113 -261	-11%	-$45K	0.08%	103
2013 Q3	$420K	Sell	2,374 -367	-13%	-$66.7K	0.12%	93
2013 Q2	$501K	Buy	+2,741	New	+$534K	0.15%	81

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nichols Asset Management's IBM Position: Q4 2016 in Review

Nichols Asset Management held its IBM (IBM) position steady in Q4 2016 at 1,590 shares worth $252K. The position accounts for 0.49% of the portfolio, ranked #61.

Nichols Asset Management first reported a position in IBM in Q2 2013 and has held it in 15 quarters since. The position peaked at $501K in Q2 2013. 1,816 funds tracked by Wall St. Rank hold IBM as of Q4 2016.

Nichols Asset Management held 1,590 shares of IBM worth $252K as of Q4 2016.
Nichols Asset Management left its IBM share count unchanged in Q4 2016.
IBM made up 0.49% of Nichols Asset Management's portfolio in Q4 2016, its #61 holding.
Nichols Asset Management first reported a position in IBM in Q2 2013 and has held it in 15 quarters since.
Nichols Asset Management's IBM position peaked at $501K in Q2 2013.
1,816 funds tracked by Wall St. Rank held IBM as of Q4 2016.

Based on Nichols Asset Management's 13F filing for Q4 2016, filed 10 Feb 2017.