Spero-Smith Investment Advisers’s IBM IBM Stock Holding History

Spero-Smith 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
2016 Q3	$1.52M	Buy	10,032 +602	+6%	+$91.4K	2.04%	21
2016 Q2	$1.37M	Sell	9,430 -131	-1%	-$18.8K	1.71%	27
2016 Q1	$1.38M	Sell	9,561 -1,037	-10%	-$132K	1.73%	28
2015 Q4	$1.39M	Buy	10,598 +123	+1%	+$16.5K	1.77%	26
2015 Q3	$1.45M	Sell	10,475 -92	-0.9%	-$13.6K	1.96%	27
2015 Q2	$1.64M	Sell	10,567 -127	-1%	-$20.4K	1.87%	29
2015 Q1	$1.64M	Sell	10,694 -121	-1%	-$18.4K	1.82%	29
2014 Q4	$1.66M	Buy	10,815 +15	+0.1%	+$2.39K	1.89%	27
2014 Q3	$1.96M	Sell	10,800 -256	-2%	-$46.6K	2.27%	20
2014 Q2	$1.92M	Sell	11,056 -401	-4%	-$72.2K	2.16%	23
2014 Q1	$2.11M	Sell	11,457 -147	-1%	-$25.9K	2.49%	20
2013 Q4	$2.08M	Sell	11,604 -371	-3%	-$64K	2.38%	21
2013 Q3	$2.12M	Sell	11,975 -582	-5%	-$106K	2.63%	20
2013 Q2	$2.29M	Buy	+12,557	New	+$2.45M	2.85%	12

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Spero-Smith Investment Advisers's IBM Position: Q3 2016 in Review

Spero-Smith Investment Advisers increased its IBM (IBM) stake by 6.4% in Q3 2016, buying an estimated $91.4K and bringing the position to 10,032 shares worth $1.52M. The position accounts for 2.04% of the portfolio, ranked #21.

Spero-Smith Investment Advisers first reported a position in IBM in Q2 2013 and has held it in 14 quarters since. The position peaked at $2.29M in Q2 2013. 1,754 funds tracked by Wall St. Rank hold IBM as of Q3 2016.

Spero-Smith Investment Advisers held 10,032 shares of IBM worth $1.52M as of Q3 2016.
Spero-Smith Investment Advisers bought 602 IBM shares in Q3 2016, an estimated $91.4K.
IBM made up 2.04% of Spero-Smith Investment Advisers's portfolio in Q3 2016, its #21 holding.
Spero-Smith Investment Advisers first reported a position in IBM in Q2 2013 and has held it in 14 quarters since.
Spero-Smith Investment Advisers's IBM position peaked at $2.29M in Q2 2013.
1,754 funds tracked by Wall St. Rank held IBM as of Q3 2016.

Based on Spero-Smith Investment Advisers's 13F filing for Q3 2016, filed 31 Oct 2016.