SNC
IBM icon

Stifel Nicolaus & Co’s IBM IBM Stock Holding History

Stifel Nicolaus & Co’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
Q3 		$22.8M Buy
128,753
+3,664
+3% +$666K 0.38% 73
2013
Q2 		$22.9M Buy
+125,089
New +$24.4M 0.41% 56

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Nicolaus & Co's IBM Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its IBM (IBM) stake by 2.9% in Q3 2013, buying an estimated $666K and bringing the position to 128,753 shares worth $22.8M. The position accounts for 0.38% of the portfolio, ranked #73.

Stifel Nicolaus & Co first reported a position in IBM in Q2 2013 and has held it in 2 quarters since. The position peaked at $22.9M in Q2 2013. 1,667 funds tracked by Wall St. Rank hold IBM as of Q3 2013.

  • Stifel Nicolaus & Co held 128,753 shares of IBM worth $22.8M as of Q3 2013.
  • Stifel Nicolaus & Co bought 3,664 IBM shares in Q3 2013, an estimated $666K.
  • IBM made up 0.38% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #73 holding.
  • Stifel Nicolaus & Co first reported a position in IBM in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's IBM position peaked at $22.9M in Q2 2013.
  • 1,667 funds tracked by Wall St. Rank held IBM as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.