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Tiedemann Trust’s IBM IBM Stock Holding History

Tiedemann Trust’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
Q2 		– Sell
-2,157
Closed -$312K – 68
2016
Q1 		$312K Hold
2,157
– – 0.05% 58
2015
Q4 		$284K Hold
2,157
– – 0.04% 69
2015
Q3 		$299K Hold
2,157
– – 0.03% 50
2015
Q2 		$335K Hold
2,157
– – 0.03% 59
2015
Q1 		$331K Sell
2,157
-230
-10% -$34.9K 0.03% 50
2014
Q4 		$366K Buy
2,387
+5
+0.2% +$795 0.03% 55
2014
Q3 		$432K Buy
2,382
+79
+3% +$14.4K 0.04% 66
2014
Q2 		$398K Buy
2,303
+146
+7% +$26.3K 0.04% 69
2014
Q1 		$396 Hold
2,157
– – 0.04% 73
2013
Q4 		$386K Sell
2,157
-1,080
-33% -$186K 0.06% 62
2013
Q3 		$573K Sell
3,237
-2,092
-39% -$380K 0.1% 44
2013
Q2 		$973K Buy
+5,329
New +$1.04M 0.16% 44

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tiedemann Trust's IBM Position: Q2 2016 in Review

Tiedemann Trust sold out of IBM (IBM) in Q2 2016, closing a stake of 2,157 shares — an estimated $312K sold.

Tiedemann Trust first reported a position in IBM in Q2 2013 and held it in 12 quarters. The position peaked at $973K in Q2 2013. 1,725 funds tracked by Wall St. Rank hold IBM as of Q2 2016.

  • Tiedemann Trust reported no remaining IBM position as of Q2 2016 after selling out during the quarter.
  • Tiedemann Trust sold 2,157 IBM shares in Q2 2016, an estimated $312K.
  • Tiedemann Trust first reported a position in IBM in Q2 2013 and held it in 12 quarters.
  • Tiedemann Trust's IBM position peaked at $973K in Q2 2013.
  • 1,725 funds tracked by Wall St. Rank held IBM as of Q2 2016.

Based on Tiedemann Trust's 13F filing for Q2 2016, filed 12 Aug 2016.