Pacific Financial Group’s IBM IBM Stock Holding History

Pacific 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
2015 Q1	–	Sell	-253	Closed	-$39K	–	112
2014 Q4	$39K	Buy	+253	New	+$40.3K	0.01%	78

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BFA

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

Norges Bank Oslo, Norway $935B AUM

Pacific Financial Group's IBM Position: Q1 2015 in Review

Pacific Financial Group sold out of IBM (IBM) in Q1 2015, closing a stake of 253 shares — an estimated $39K sold.

Pacific Financial Group first reported a position in IBM in Q4 2014 and held it in 1 quarter. The position peaked at $39K in Q4 2014. 1,724 funds tracked by Wall St. Rank hold IBM as of Q1 2015.

Pacific Financial Group reported no remaining IBM position as of Q1 2015 after selling out during the quarter.
Pacific Financial Group sold 253 IBM shares in Q1 2015, an estimated $39K.
Pacific Financial Group first reported a position in IBM in Q4 2014 and held it in 1 quarter.
Pacific Financial Group's IBM position peaked at $39K in Q4 2014.
1,724 funds tracked by Wall St. Rank held IBM as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.