Wafra Inc’s IBM IBM Stock Holding History

Wafra Inc’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
2015 Q4	–	Sell	-3,359	Closed	-$465K	–	85
2015 Q3	$465K	Buy	+3,359	New	+$496K	0.06%	73
2013 Q3	–	Sell	-74,480	Closed	-$13.6M	–	70
2013 Q2	$13.6M	Buy	+74,480	New	+$14.5M	2.16%	15

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

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Wafra Inc's IBM Position: Q4 2015 in Review

Wafra Inc sold out of IBM (IBM) in Q4 2015, closing a stake of 3,359 shares — an estimated $465K sold.

Wafra Inc first reported a position in IBM in Q2 2013 and held it in 2 quarters. The position peaked at $13.6M in Q2 2013. 1,735 funds tracked by Wall St. Rank hold IBM as of Q4 2015.

Wafra Inc reported no remaining IBM position as of Q4 2015 after selling out during the quarter.
Wafra Inc sold 3,359 IBM shares in Q4 2015, an estimated $465K.
Wafra Inc first reported a position in IBM in Q2 2013 and held it in 2 quarters.
Wafra Inc's IBM position peaked at $13.6M in Q2 2013.
1,735 funds tracked by Wall St. Rank held IBM as of Q4 2015.

Based on Wafra Inc's 13F filing for Q4 2015, filed 11 Feb 2016.