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Wilmington Trust Investment Management’s IBM IBM Stock Holding History

Wilmington Trust Investment 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
Q2 		$4.07M Sell
23,466
-3,033
-11% -$546K 0.83% 11
2014
Q1 		$4.88M Buy
26,499
+7,426
+39% +$1.31M 0.98% 8
2013
Q4 		$3.42M Sell
19,073
-1,150
-6% -$198K 0.68% 18
2013
Q3 		$3.58M Hold
20,223
– – 0.75% 17
2013
Q2 		$3.69M Buy
+20,223
New +$3.94M 0.79% 21

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Wilmington Trust Investment Management's IBM Position: Q2 2014 in Review

Wilmington Trust Investment Management reduced its IBM (IBM) stake by 11% in Q2 2014, selling an estimated $546K and leaving 23,466 shares worth $4.07M. The position accounts for 0.83% of the portfolio, ranked #11.

Wilmington Trust Investment Management first reported a position in IBM in Q2 2013 and has held it in 5 quarters since. The position peaked at $4.88M in Q1 2014. 1,727 funds tracked by Wall St. Rank hold IBM as of Q2 2014.

  • Wilmington Trust Investment Management held 23,466 shares of IBM worth $4.07M as of Q2 2014.
  • Wilmington Trust Investment Management sold 3,033 IBM shares in Q2 2014, an estimated $546K.
  • IBM made up 0.83% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #11 holding.
  • Wilmington Trust Investment Management first reported a position in IBM in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust Investment Management's IBM position peaked at $4.88M in Q1 2014.
  • 1,727 funds tracked by Wall St. Rank held IBM as of Q2 2014.

Based on Wilmington Trust Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.