Wright Private Asset Management’s IBM IBM Stock Holding History

Wright Private Asset 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 Q2	$478K	Buy	+2,615	New	+$509K	4.37%	5

Other funds holding IBM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wright Private Asset Management's IBM Position: Q2 2013 in Review

Wright Private Asset Management opened a new position in IBM (IBM) in Q2 2013: 2,615 shares worth $478K. The stake represents 4.37% of the portfolio and ranks #5 among its holdings.

1,662 funds tracked by Wall St. Rank hold IBM as of Q2 2013.

Wright Private Asset Management held 2,615 shares of IBM worth $478K as of Q2 2013.
IBM was a new Wright Private Asset Management position in Q2 2013.
IBM made up 4.37% of Wright Private Asset Management's portfolio in Q2 2013, its #5 holding.
1,662 funds tracked by Wall St. Rank held IBM as of Q2 2013.

Based on Wright Private Asset Management's 13F filing for Q2 2013, filed 31 Jul 2013.