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Willow Street Advisors’s IBM IBM Stock Holding History

Willow Street Advisors’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
2013
Q4 		– Sell
-11,779
Closed -$2.08M – 142
2013
Q3 		$2.08M Buy
11,779
+4,797
+69% +$872K 1.29% 26
2013
Q2 		$1.84M Buy
+6,982
New +$1.36M 1.18% 29

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Willow Street Advisors's IBM Position: Q4 2013 in Review

Willow Street Advisors sold out of IBM (IBM) in Q4 2013, closing a stake of 11,779 shares — an estimated $2.08M sold.

Willow Street Advisors first reported a position in IBM in Q2 2013 and held it in 2 quarters. The position peaked at $2.08M in Q3 2013. 1,754 funds tracked by Wall St. Rank hold IBM as of Q4 2013.

  • Willow Street Advisors reported no remaining IBM position as of Q4 2013 after selling out during the quarter.
  • Willow Street Advisors sold 11,779 IBM shares in Q4 2013, an estimated $2.08M.
  • Willow Street Advisors first reported a position in IBM in Q2 2013 and held it in 2 quarters.
  • Willow Street Advisors's IBM position peaked at $2.08M in Q3 2013.
  • 1,754 funds tracked by Wall St. Rank held IBM as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.