Torch Wealth Management’s IBM IBM Stock Holding History

Torch Wealth 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 Q3	–	Sell	-13,636	Closed	-$2.12M	–	102
2015 Q2	$2.12M	Sell	13,636 -103	-0.7%	-$16.6K	1.47%	21
2015 Q1	$2.11M	Sell	13,739 -942	-6%	-$143K	1.63%	21
2014 Q4	$2.25M	Buy	14,681 +394	+3%	+$62.7K	1.73%	19
2014 Q3	$2.59M	Sell	14,287 -638	-4%	-$116K	1.9%	11
2014 Q2	$2.59M	Hold	14,925	–	–	1.76%	13
2014 Q1	$2.75M	Buy	14,925 +193	+1%	+$34K	1.99%	10
2013 Q4	$2.64M	Buy	+14,732	New	+$2.54M	2.02%	10

Other funds holding IBM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Torch Wealth Management's IBM Position: Q3 2015 in Review

Torch Wealth Management sold out of IBM (IBM) in Q3 2015, closing a stake of 13,636 shares — an estimated $2.12M sold.

Torch Wealth Management first reported a position in IBM in Q4 2013 and held it in 7 quarters. The position peaked at $2.75M in Q1 2014. 1,713 funds tracked by Wall St. Rank hold IBM as of Q3 2015.

Torch Wealth Management reported no remaining IBM position as of Q3 2015 after selling out during the quarter.
Torch Wealth Management sold 13,636 IBM shares in Q3 2015, an estimated $2.12M.
Torch Wealth Management first reported a position in IBM in Q4 2013 and held it in 7 quarters.
Torch Wealth Management's IBM position peaked at $2.75M in Q1 2014.
1,713 funds tracked by Wall St. Rank held IBM as of Q3 2015.

Based on Torch Wealth Management's 13F filing for Q3 2015, filed 27 Oct 2015.