VCM
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Vision Capital Management’s IBM IBM Stock Holding History

Vision 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
2014
Q1 		– Sell
-3,222
Closed -$578K – 73
2013
Q4 		$578K Hold
3,222
– – 0.07% 45
2013
Q3 		$570K Sell
3,222
-76,085
-96% -$13.8M 0.07% 45
2013
Q2 		$14.5M Buy
+79,307
New +$15.4M 2.32% 32

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Vision Capital Management's IBM Position: Q1 2014 in Review

Vision Capital Management sold out of IBM (IBM) in Q1 2014, closing a stake of 3,222 shares — an estimated $578K sold.

Vision Capital Management first reported a position in IBM in Q2 2013 and held it in 3 quarters. The position peaked at $14.5M in Q2 2013. 1,732 funds tracked by Wall St. Rank hold IBM as of Q1 2014.

  • Vision Capital Management reported no remaining IBM position as of Q1 2014 after selling out during the quarter.
  • Vision Capital Management sold 3,222 IBM shares in Q1 2014, an estimated $578K.
  • Vision Capital Management first reported a position in IBM in Q2 2013 and held it in 3 quarters.
  • Vision Capital Management's IBM position peaked at $14.5M in Q2 2013.
  • 1,732 funds tracked by Wall St. Rank held IBM as of Q1 2014.

Based on Vision Capital Management's 13F filing for Q1 2014, filed 15 May 2014.