TradeWorx’s IBM IBM Stock Holding History

TradeWorx’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
2013 Q3	–	Sell	-1,720	Closed	-$314K	–	499
2013 Q2	$314K	Buy	+1,720	New	+$335K	0.13%	253

Other funds holding IBM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFA

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

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

TradeWorx's IBM Position: Q3 2013 in Review

TradeWorx sold out of IBM (IBM) in Q3 2013, closing a stake of 1,720 shares — an estimated $314K sold.

TradeWorx first reported a position in IBM in Q2 2013 and held it in 1 quarter. The position peaked at $314K in Q2 2013. 1,667 funds tracked by Wall St. Rank hold IBM as of Q3 2013.

TradeWorx reported no remaining IBM position as of Q3 2013 after selling out during the quarter.
TradeWorx sold 1,720 IBM shares in Q3 2013, an estimated $314K.
TradeWorx first reported a position in IBM in Q2 2013 and held it in 1 quarter.
TradeWorx's IBM position peaked at $314K in Q2 2013.
1,667 funds tracked by Wall St. Rank held IBM as of Q3 2013.

Based on TradeWorx's 13F filing for Q3 2013, filed 15 Nov 2013.