TWI
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Thomas White International’s IBM IBM Stock Holding History

Thomas White International’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
Q1 		– Sell
-9,365
Closed -$1.68M – 375
2013
Q4 		$1.68M Sell
9,365
-7,875
-46% -$1.36M 0.24% 103
2013
Q3 		$3.05M Sell
17,240
-5,617
-25% -$1.02M 0.44% 94
2013
Q2 		$4.18M Buy
+22,857
New +$4.45M 0.67% 64

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
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

Thomas White International's IBM Position: Q1 2014 in Review

Thomas White International sold out of IBM (IBM) in Q1 2014, closing a stake of 9,365 shares — an estimated $1.68M sold.

Thomas White International first reported a position in IBM in Q2 2013 and held it in 3 quarters. The position peaked at $4.18M in Q2 2013. 1,730 funds tracked by Wall St. Rank hold IBM as of Q1 2014.

  • Thomas White International reported no remaining IBM position as of Q1 2014 after selling out during the quarter.
  • Thomas White International sold 9,365 IBM shares in Q1 2014, an estimated $1.68M.
  • Thomas White International first reported a position in IBM in Q2 2013 and held it in 3 quarters.
  • Thomas White International's IBM position peaked at $4.18M in Q2 2013.
  • 1,730 funds tracked by Wall St. Rank held IBM as of Q1 2014.

Based on Thomas White International's 13F filing for Q1 2014, filed 13 May 2014.