WI
IBM icon

WHV Investments’s IBM IBM Stock Holding History

WHV Investments’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
-1,412
Closed -$253K – 174
2013
Q4 		$253K Sell
1,412
-1,271
-47% -$219K ﹤0.01% 199
2013
Q3 		$475K Sell
2,683
-549
-17% -$99.8K ﹤0.01% 198
2013
Q2 		$591K Buy
+3,232
New +$629K 0.01% 197

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

WHV Investments's IBM Position: Q1 2014 in Review

WHV Investments sold out of IBM (IBM) in Q1 2014, closing a stake of 1,412 shares — an estimated $253K sold.

WHV Investments first reported a position in IBM in Q2 2013 and held it in 3 quarters. The position peaked at $591K in Q2 2013. 1,730 funds tracked by Wall St. Rank hold IBM as of Q1 2014.

  • WHV Investments reported no remaining IBM position as of Q1 2014 after selling out during the quarter.
  • WHV Investments sold 1,412 IBM shares in Q1 2014, an estimated $253K.
  • WHV Investments first reported a position in IBM in Q2 2013 and held it in 3 quarters.
  • WHV Investments's IBM position peaked at $591K in Q2 2013.
  • 1,730 funds tracked by Wall St. Rank held IBM as of Q1 2014.

Based on WHV Investments's 13F filing for Q1 2014, filed 13 May 2014.