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Wisconsin Capital Management’s IBM IBM Stock Holding History

Wisconsin Capital 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
2013
Q4 		– Sell
-7,157
Closed -$1.27M – 105
2013
Q3 		$1.27M Sell
7,157
-2,050
-22% -$373K 0.54% 56
2013
Q2 		$1.68M Buy
+9,207
New +$1.79M 0.71% 50

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BIT
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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

Wisconsin Capital Management's IBM Position: Q4 2013 in Review

Wisconsin Capital Management sold out of IBM (IBM) in Q4 2013, closing a stake of 7,157 shares — an estimated $1.27M sold.

Wisconsin Capital Management first reported a position in IBM in Q2 2013 and held it in 2 quarters. The position peaked at $1.68M in Q2 2013. 1,756 funds tracked by Wall St. Rank hold IBM as of Q4 2013.

  • Wisconsin Capital Management reported no remaining IBM position as of Q4 2013 after selling out during the quarter.
  • Wisconsin Capital Management sold 7,157 IBM shares in Q4 2013, an estimated $1.27M.
  • Wisconsin Capital Management first reported a position in IBM in Q2 2013 and held it in 2 quarters.
  • Wisconsin Capital Management's IBM position peaked at $1.68M in Q2 2013.
  • 1,756 funds tracked by Wall St. Rank held IBM as of Q4 2013.

Based on Wisconsin Capital Management's 13F filing for Q4 2013, filed 11 Feb 2014.