Veritas Investment Management (UK)’s IBM IBM Stock Holding History

Veritas Investment Management (UK)’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
2017 Q4	–	Sell	-1,093	Closed	-$152K	–	43
2017 Q3	$152K	Hold	1,093	–	–	0.05%	39
2017 Q2	$161K	Hold	1,093	–	–	0.06%	36
2017 Q1	$182K	Hold	1,093	–	–	0.07%	37
2016 Q4	$173K	Hold	1,093	–	–	0.07%	38
2016 Q3	$166K	Hold	1,093	–	–	0.08%	42
2016 Q2	$159K	Hold	1,093	–	–	0.07%	36
2016 Q1	$158K	Hold	1,093	–	–	0.08%	35
2015 Q4	$144K	Sell	1,093 -94	-8%	-$12.6K	0.07%	37
2015 Q3	$165K	Hold	1,187	–	–	0.1%	37
2015 Q2	$185K	Hold	1,187	–	–	0.12%	35
2015 Q1	$182K	Buy	1,187 +1,093	+1,163%	+$166K	0.14%	34
2014 Q4	$14K	Sell	94 -3,138	-97%	-$499K	0.01%	45
2014 Q3	$587K	Buy	+3,232	New	+$589K	0.43%	30
2014 Q2	–	Sell	-3,232	Closed	-$582K	–	30
2014 Q1	$595K	Hold	3,232	–	–	0.43%	29
2013 Q4	$580K	Hold	3,232	–	–	0.48%	30
2013 Q3	$572K	Hold	3,232	–	–	0.47%	31
2013 Q2	$591K	Buy	+3,232	New	+$629K	0.51%	30

Other funds holding IBM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Veritas Investment Management (UK)'s IBM Position: Q4 2017 in Review

Veritas Investment Management (UK) sold out of IBM (IBM) in Q4 2017, closing a stake of 1,093 shares — an estimated $152K sold.

Veritas Investment Management (UK) first reported a position in IBM in Q2 2013 and held it in 17 quarters. The position peaked at $595K in Q1 2014. 1,975 funds tracked by Wall St. Rank hold IBM as of Q4 2017.

Veritas Investment Management (UK) reported no remaining IBM position as of Q4 2017 after selling out during the quarter.
Veritas Investment Management (UK) sold 1,093 IBM shares in Q4 2017, an estimated $152K.
Veritas Investment Management (UK) first reported a position in IBM in Q2 2013 and held it in 17 quarters.
Veritas Investment Management (UK)'s IBM position peaked at $595K in Q1 2014.
1,975 funds tracked by Wall St. Rank held IBM as of Q4 2017.

Based on Veritas Investment Management (UK)'s 13F filing for Q4 2017, filed 6 Feb 2018.