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Simply Money Advisors’s IBM IBM Stock Holding History

Simply Money Advisors’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 		– Sell
-50
Closed -$9K – 113
2013
Q3 		$9K Sell
50
-310
-86% -$56.3K ﹤0.01% 64
2013
Q2 		$66K Buy
+360
New +$70.1K 0.01% 51

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

Simply Money Advisors's IBM Position: Q4 2013 in Review

Simply Money Advisors sold out of IBM (IBM) in Q4 2013, closing a stake of 50 shares — an estimated $9K sold.

Simply Money Advisors first reported a position in IBM in Q2 2013 and held it in 2 quarters. The position peaked at $66K in Q2 2013. 1,756 funds tracked by Wall St. Rank hold IBM as of Q4 2013.

  • Simply Money Advisors reported no remaining IBM position as of Q4 2013 after selling out during the quarter.
  • Simply Money Advisors sold 50 IBM shares in Q4 2013, an estimated $9K.
  • Simply Money Advisors first reported a position in IBM in Q2 2013 and held it in 2 quarters.
  • Simply Money Advisors's IBM position peaked at $66K in Q2 2013.
  • 1,756 funds tracked by Wall St. Rank held IBM as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.