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Stux Capital Management’s IBM IBM Stock Holding History

Stux Capital 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
2014
Q2 		$3.7M Sell
21,338
-26,360
-55% -$4.74M 0.48% 52
2014
Q1 		$8.78M Sell
47,698
-11,715
-20% -$2.06M 1.08% 13
2013
Q4 		$10.7M Buy
59,413
+46,233
+351% +$7.97M 1.27% 8
2013
Q3 		$2.33M Sell
13,180
-1,464
-10% -$266K 0.31% 101
2013
Q2 		$2.68M Buy
+14,644
New +$2.85M 0.34% 74

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Stux Capital Management's IBM Position: Q2 2014 in Review

Stux Capital Management reduced its IBM (IBM) stake by 55% in Q2 2014, selling an estimated $4.74M and leaving 21,338 shares worth $3.7M. The position accounts for 0.48% of the portfolio, ranked #52.

Stux Capital Management first reported a position in IBM in Q2 2013 and has held it in 5 quarters since. The position peaked at $10.7M in Q4 2013. 1,727 funds tracked by Wall St. Rank hold IBM as of Q2 2014.

  • Stux Capital Management held 21,338 shares of IBM worth $3.7M as of Q2 2014.
  • Stux Capital Management sold 26,360 IBM shares in Q2 2014, an estimated $4.74M.
  • IBM made up 0.48% of Stux Capital Management's portfolio in Q2 2014, its #52 holding.
  • Stux Capital Management first reported a position in IBM in Q2 2013 and has held it in 5 quarters since.
  • Stux Capital Management's IBM position peaked at $10.7M in Q4 2013.
  • 1,727 funds tracked by Wall St. Rank held IBM as of Q2 2014.

Based on Stux Capital Management's 13F filing for Q2 2014, filed 14 Jul 2014.