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Trust & Fiduciary Management Services’s IBM IBM Stock Holding History

Trust & Fiduciary Management Services’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
Q2 		– Sell
-449
Closed -$83K – 69
2014
Q1 		$83K Buy
449
+247
+122% +$43.5K 0.05% 52
2013
Q4 		$36K Sell
202
-10
-5% -$1.72K 0.02% 96
2013
Q3 		$38K Buy
212
+12
+6% +$2.18K 0.03% 91
2013
Q2 		$37K Buy
+200
New +$38.9K 0.03% 86

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Trust & Fiduciary Management Services's IBM Position: Q2 2014 in Review

Trust & Fiduciary Management Services sold out of IBM (IBM) in Q2 2014, closing a stake of 449 shares — an estimated $83K sold.

Trust & Fiduciary Management Services first reported a position in IBM in Q2 2013 and held it in 4 quarters. The position peaked at $83K in Q1 2014. 1,726 funds tracked by Wall St. Rank hold IBM as of Q2 2014.

  • Trust & Fiduciary Management Services reported no remaining IBM position as of Q2 2014 after selling out during the quarter.
  • Trust & Fiduciary Management Services sold 449 IBM shares in Q2 2014, an estimated $83K.
  • Trust & Fiduciary Management Services first reported a position in IBM in Q2 2013 and held it in 4 quarters.
  • Trust & Fiduciary Management Services's IBM position peaked at $83K in Q1 2014.
  • 1,726 funds tracked by Wall St. Rank held IBM as of Q2 2014.

Based on Trust & Fiduciary Management Services's 13F filing for Q2 2014, filed 8 Aug 2014.