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Tower Trust’s IBM IBM Stock Holding History

Tower 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
2014
Q1 		$1.26M Sell
6,848
-72
-1% -$12.7K 0.79% 34
2013
Q4 		$1.24M Buy
6,920
+272
+4% +$46.9K 0.75% 40
2013
Q3 		$1.18M Sell
6,648
-121
-2% -$22K 0.8% 38
2013
Q2 		$1.24M Buy
+6,769
New +$1.32M 0.89% 36

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

Tower Trust's IBM Position: Q1 2014 in Review

Tower Trust reduced its IBM (IBM) stake by 1% in Q1 2014, selling an estimated $12.7K and leaving 6,848 shares worth $1.26M. The position accounts for 0.79% of the portfolio, ranked #34.

Tower Trust first reported a position in IBM in Q2 2013 and has held it in 4 quarters since. 1,731 funds tracked by Wall St. Rank hold IBM as of Q1 2014.

  • Tower Trust held 6,848 shares of IBM worth $1.26M as of Q1 2014.
  • Tower Trust sold 72 IBM shares in Q1 2014, an estimated $12.7K.
  • IBM made up 0.79% of Tower Trust's portfolio in Q1 2014, its #34 holding.
  • Tower Trust first reported a position in IBM in Q2 2013 and has held it in 4 quarters since.
  • 1,731 funds tracked by Wall St. Rank held IBM as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.