TowerView LLC’s IBM IBM Stock Holding History

TowerView LLC’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 Q4	–	Sell	-5,230	Closed	-$794K	–	30
2016 Q3	$794K	Sell	5,230 -10,460	-67%	-$1.59M	0.36%	17
2016 Q2	$2.28M	Hold	15,690	–	–	1.05%	12
2016 Q1	$2.27M	Hold	15,690	–	–	1.11%	14
2015 Q4	$2.06M	Buy	15,690 +5,230	+50%	+$703K	1.1%	14
2015 Q3	$1.45M	Hold	10,460	–	–	0.76%	15
2015 Q2	$1.63M	Hold	10,460	–	–	0.79%	10
2015 Q1	$1.6M	Hold	10,460	–	–	0.73%	9
2014 Q4	$1.6M	Buy	+10,460	New	+$1.66M	0.71%	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

BFA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TowerView LLC's IBM Position: Q4 2016 in Review

TowerView LLC sold out of IBM (IBM) in Q4 2016, closing a stake of 5,230 shares — an estimated $794K sold.

TowerView LLC first reported a position in IBM in Q4 2014 and held it in 8 quarters. The position peaked at $2.28M in Q2 2016. 1,816 funds tracked by Wall St. Rank hold IBM as of Q4 2016.

TowerView LLC reported no remaining IBM position as of Q4 2016 after selling out during the quarter.
TowerView LLC sold 5,230 IBM shares in Q4 2016, an estimated $794K.
TowerView LLC first reported a position in IBM in Q4 2014 and held it in 8 quarters.
TowerView LLC's IBM position peaked at $2.28M in Q2 2016.
1,816 funds tracked by Wall St. Rank held IBM as of Q4 2016.

Based on TowerView LLC's 13F filing for Q4 2016, filed 26 Jan 2017.