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W.H. Reaves & Co’s IBM IBM Stock Holding History

W.H. Reaves & Co’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
Q4 		– Sell
-1,778
Closed -$323K – 117
2014
Q3 		$323K Hold
1,778
– – 0.01% 103
2014
Q2 		$308K Hold
1,778
– – 0.01% 105
2014
Q1 		$327K Hold
1,778
– – 0.01% 97
2013
Q4 		$319K Sell
1,778
-157
-8% -$27.1K 0.01% 107
2013
Q3 		$343K Hold
1,935
– – 0.01% 104
2013
Q2 		$354K Buy
+1,935
New +$377K 0.01% 101

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

W.H. Reaves & Co's IBM Position: Q4 2014 in Review

W.H. Reaves & Co sold out of IBM (IBM) in Q4 2014, closing a stake of 1,778 shares — an estimated $323K sold.

W.H. Reaves & Co first reported a position in IBM in Q2 2013 and held it in 6 quarters. The position peaked at $354K in Q2 2013. 1,750 funds tracked by Wall St. Rank hold IBM as of Q4 2014.

  • W.H. Reaves & Co reported no remaining IBM position as of Q4 2014 after selling out during the quarter.
  • W.H. Reaves & Co sold 1,778 IBM shares in Q4 2014, an estimated $323K.
  • W.H. Reaves & Co first reported a position in IBM in Q2 2013 and held it in 6 quarters.
  • W.H. Reaves & Co's IBM position peaked at $354K in Q2 2013.
  • 1,750 funds tracked by Wall St. Rank held IBM as of Q4 2014.

Based on W.H. Reaves & Co's 13F filing for Q4 2014, filed 9 Feb 2015.