Orinda Asset Management’s IBM IBM Stock Holding History

Orinda 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	–	Sell	-837	Closed	-$127K	–	57
2016 Q3	$127K	Buy	+837	New	+$127K	0.11%	70

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

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

Orinda Asset Management sold out of IBM (IBM) in Q4 2016, closing a stake of 837 shares — an estimated $127K sold.

Orinda Asset Management first reported a position in IBM in Q3 2016 and held it in 1 quarter. The position peaked at $127K in Q3 2016. 1,816 funds tracked by Wall St. Rank hold IBM as of Q4 2016.

Orinda Asset Management reported no remaining IBM position as of Q4 2016 after selling out during the quarter.
Orinda Asset Management sold 837 IBM shares in Q4 2016, an estimated $127K.
Orinda Asset Management first reported a position in IBM in Q3 2016 and held it in 1 quarter.
Orinda Asset Management's IBM position peaked at $127K in Q3 2016.
1,816 funds tracked by Wall St. Rank held IBM as of Q4 2016.

Based on Orinda Asset Management's 13F filing for Q4 2016, filed 30 Jan 2017.