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Placemark Investments’s IBM IBM Stock Holding History

Placemark Investments’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 		$4.56M Sell
29,738
-2,973
-9% -$473K 0.08% 311
2014
Q3 		$5.93M Sell
32,711
-9,746
-23% -$1.78M 0.11% 232
2014
Q2 		$7.36M Sell
42,457
-2,401
-5% -$432K 0.13% 193
2014
Q1 		$8.26M Sell
44,858
-20,138
-31% -$3.55M 0.16% 142
2013
Q4 		$11.7M Sell
64,996
-11,085
-15% -$1.91M 0.19% 122
2013
Q3 		$13.5M Sell
76,081
-10,559
-12% -$1.92M 0.26% 85
2013
Q2 		$15.8M Buy
+86,640
New +$16.9M 0.34% 59

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $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
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
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
Norges Bank Oslo, Norway $935B AUM

Placemark Investments's IBM Position: Q4 2014 in Review

Placemark Investments reduced its IBM (IBM) stake by 9.1% in Q4 2014, selling an estimated $473K and leaving 29,738 shares worth $4.56M. The position accounts for 0.08% of the portfolio, ranked #311.

Placemark Investments first reported a position in IBM in Q2 2013 and has held it in 7 quarters since. The position peaked at $15.8M in Q2 2013. 1,751 funds tracked by Wall St. Rank hold IBM as of Q4 2014.

  • Placemark Investments held 29,738 shares of IBM worth $4.56M as of Q4 2014.
  • Placemark Investments sold 2,973 IBM shares in Q4 2014, an estimated $473K.
  • IBM made up 0.08% of Placemark Investments's portfolio in Q4 2014, its #311 holding.
  • Placemark Investments first reported a position in IBM in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's IBM position peaked at $15.8M in Q2 2013.
  • 1,751 funds tracked by Wall St. Rank held IBM as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.