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Wilson Kemp & Associates’s IBM IBM Stock Holding History

Wilson Kemp & Associates’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
Q3 		$479K Sell
2,641
-1,909
-42% -$348K 4.37% 7
2014
Q2 		$789K Sell
4,550
-2,019
-31% -$363K 2.83% 8
2014
Q1 		$1.21M Sell
6,569
-5,557
-46% -$978K 3.14% 9
2013
Q4 		$2.17M Sell
12,126
-2,638
-18% -$455K 4.17% 7
2013
Q3 		$2.61M Sell
14,764
-22,521
-60% -$4.09M 5.76% 2
2013
Q2 		$6.81M Buy
+37,285
New +$7.26M 6.52% 1

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $3.37T AUM 44.26% 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 $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wilson Kemp & Associates's IBM Position: Q3 2014 in Review

Wilson Kemp & Associates reduced its IBM (IBM) stake by 42% in Q3 2014, selling an estimated $348K and leaving 2,641 shares worth $479K. The position accounts for 4.37% of the portfolio, ranked #7.

Wilson Kemp & Associates first reported a position in IBM in Q2 2013 and has held it in 6 quarters since. The position peaked at $6.81M in Q2 2013. 1,708 funds tracked by Wall St. Rank hold IBM as of Q3 2014.

  • Wilson Kemp & Associates held 2,641 shares of IBM worth $479K as of Q3 2014.
  • Wilson Kemp & Associates sold 1,909 IBM shares in Q3 2014, an estimated $348K.
  • IBM made up 4.37% of Wilson Kemp & Associates's portfolio in Q3 2014, its #7 holding.
  • Wilson Kemp & Associates first reported a position in IBM in Q2 2013 and has held it in 6 quarters since.
  • Wilson Kemp & Associates's IBM position peaked at $6.81M in Q2 2013.
  • 1,708 funds tracked by Wall St. Rank held IBM as of Q3 2014.

Based on Wilson Kemp & Associates's 13F filing for Q3 2014, filed 20 Oct 2014.