Violich Capital Management’s IBM IBM Stock Holding History

Violich Capital Management’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 Q1	–	Sell	-1,098	Closed	-$186K	–	112
2016 Q4	$186K	Sell	1,098 -315	-22%	-$48K	0.06%	105
2016 Q3	$215K	Sell	1,413 -105	-7%	-$15.9K	0.08%	91
2016 Q2	$220K	Sell	1,518 -374	-20%	-$53.5K	0.07%	89
2016 Q1	$274K	Sell	1,892 -502	-21%	-$64.1K	0.09%	79
2015 Q4	$315K	Sell	2,394 -42	-2%	-$5.64K	0.1%	75
2015 Q3	$338K	Sell	2,436 -209	-8%	-$30.9K	0.12%	73
2015 Q2	$411K	Sell	2,645 -131	-5%	-$21.1K	0.13%	78
2015 Q1	$426K	Sell	2,776 -523	-16%	-$79.3K	0.14%	76
2014 Q4	$506K	Sell	3,299 -3,538	-52%	-$563K	0.16%	73
2014 Q3	$1.24M	Sell	6,837 -1,302	-16%	-$237K	0.4%	41
2014 Q2	$1.41M	Sell	8,139 -4,702	-37%	-$846K	0.47%	39
2014 Q1	$2.36M	Sell	12,841 -1,292	-9%	-$227K	0.82%	29
2013 Q4	$2.53M	Sell	14,133 -2,689	-16%	-$464K	0.91%	29
2013 Q3	$2.98M	Sell	16,822 -439	-3%	-$79.8K	1.16%	27
2013 Q2	$3.15M	Buy	+17,261	New	+$3.36M	1.28%	25

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

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

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

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

Violich Capital Management's IBM Position: Q1 2017 in Review

Violich Capital Management sold out of IBM (IBM) in Q1 2017, closing a stake of 1,098 shares — an estimated $186K sold.

Violich Capital Management first reported a position in IBM in Q2 2013 and held it in 15 quarters. The position peaked at $3.15M in Q2 2013. 1,862 funds tracked by Wall St. Rank hold IBM as of Q1 2017.

Violich Capital Management reported no remaining IBM position as of Q1 2017 after selling out during the quarter.
Violich Capital Management sold 1,098 IBM shares in Q1 2017, an estimated $186K.
Violich Capital Management first reported a position in IBM in Q2 2013 and held it in 15 quarters.
Violich Capital Management's IBM position peaked at $3.15M in Q2 2013.
1,862 funds tracked by Wall St. Rank held IBM as of Q1 2017.

Based on Violich Capital Management's 13F filing for Q1 2017, filed 11 May 2017.