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Sterling Investment Management’s IBM IBM Stock Holding History

Sterling Investment Management’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
Q4 		– Sell
-1,566
Closed -$217K – 61
2015
Q3 		$217K Hold
1,566
– – 0.17% 65
2015
Q2 		$244K Sell
1,566
-34
-2% -$5.46K 0.18% 61
2015
Q1 		$246K Sell
1,600
-550
-26% -$83.4K 0.17% 64
2014
Q4 		$330K Sell
2,150
-209
-9% -$33.3K 0.23% 58
2014
Q3 		$428K Sell
2,359
-1,347
-36% -$245K 0.3% 59
2014
Q2 		$642K Sell
3,706
-459
-11% -$82.6K 0.45% 50
2014
Q1 		$766K Buy
4,165
+1,463
+54% +$258K 0.56% 44
2013
Q4 		$484K Sell
2,702
-178
-6% -$30.7K 0.35% 44
2013
Q3 		$510K Sell
2,880
-104
-3% -$18.9K 0.36% 43
2013
Q2 		$545K Buy
+2,984
New +$581K 0.39% 43

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sterling Investment Management's IBM Position: Q4 2015 in Review

Sterling Investment Management sold out of IBM (IBM) in Q4 2015, closing a stake of 1,566 shares — an estimated $217K sold.

Sterling Investment Management first reported a position in IBM in Q2 2013 and held it in 10 quarters. The position peaked at $766K in Q1 2014. 1,736 funds tracked by Wall St. Rank hold IBM as of Q4 2015.

  • Sterling Investment Management reported no remaining IBM position as of Q4 2015 after selling out during the quarter.
  • Sterling Investment Management sold 1,566 IBM shares in Q4 2015, an estimated $217K.
  • Sterling Investment Management first reported a position in IBM in Q2 2013 and held it in 10 quarters.
  • Sterling Investment Management's IBM position peaked at $766K in Q1 2014.
  • 1,736 funds tracked by Wall St. Rank held IBM as of Q4 2015.

Based on Sterling Investment Management's 13F filing for Q4 2015, filed 27 Jan 2016.