WG
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Winchester Group’s IBM IBM Stock Holding History

Winchester Group’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
Q3 		$873K Buy
4,933
+8
+0.2% +$1.45K 0.19% 114
2013
Q2 		$899K Buy
+4,925
New +$959K 0.19% 115

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $146B AUM 55.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Winchester Group's IBM Position: Q3 2013 in Review

Winchester Group increased its IBM (IBM) stake by 0.16% in Q3 2013, buying an estimated $1.45K and bringing the position to 4,933 shares worth $873K. The position accounts for 0.19% of the portfolio, ranked #114.

Winchester Group first reported a position in IBM in Q2 2013 and has held it in 2 quarters since. The position peaked at $899K in Q2 2013. 1,667 funds tracked by Wall St. Rank hold IBM as of Q3 2013.

  • Winchester Group held 4,933 shares of IBM worth $873K as of Q3 2013.
  • Winchester Group bought 8 IBM shares in Q3 2013, an estimated $1.45K.
  • IBM made up 0.19% of Winchester Group's portfolio in Q3 2013, its #114 holding.
  • Winchester Group first reported a position in IBM in Q2 2013 and has held it in 2 quarters since.
  • Winchester Group's IBM position peaked at $899K in Q2 2013.
  • 1,667 funds tracked by Wall St. Rank held IBM as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.