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Sanibel Captiva Investment Advisers’s IBM IBM Stock Holding History

Sanibel Captiva Investment Advisers’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
2013
Q4 		$1.75M Buy
9,760
+1,174
+14% +$202K 1.08% 32
2013
Q3 		$1.52M Buy
8,586
+833
+11% +$151K 1.17% 29
2013
Q2 		$1.42M Buy
+7,753
New +$1.51M 1.38% 28

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Sanibel Captiva Investment Advisers's IBM Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers increased its IBM (IBM) stake by 14% in Q4 2013, buying an estimated $202K and bringing the position to 9,760 shares worth $1.75M. The position accounts for 1.08% of the portfolio, ranked #32.

Sanibel Captiva Investment Advisers first reported a position in IBM in Q2 2013 and has held it in 3 quarters since. 1,756 funds tracked by Wall St. Rank hold IBM as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 9,760 shares of IBM worth $1.75M as of Q4 2013.
  • Sanibel Captiva Investment Advisers bought 1,174 IBM shares in Q4 2013, an estimated $202K.
  • IBM made up 1.08% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #32 holding.
  • Sanibel Captiva Investment Advisers first reported a position in IBM in Q2 2013 and has held it in 3 quarters since.
  • 1,756 funds tracked by Wall St. Rank held IBM as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.