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Wunderlich Capital Managemnt’s IBM IBM Stock Holding History

Wunderlich Capital Managemnt’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
2015
Q1 		– Sell
-6,899
Closed -$1.06M – 76
2014
Q4 		$1.06M Buy
6,899
+529
+8% +$84.2K 0.9% 73
2014
Q3 		$1.15M Buy
6,370
+5
+0.1% +$911 1.03% 57
2014
Q2 		$1.1M Buy
6,365
+59
+0.9% +$10.6K 1.01% 65
2014
Q1 		$1.16M Buy
6,306
+90
+1% +$15.8K 1.09% 53
2013
Q4 		$1.11M Buy
+6,216
New +$1.07M 1.06% 52

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wunderlich Capital Managemnt's IBM Position: Q1 2015 in Review

Wunderlich Capital Managemnt sold out of IBM (IBM) in Q1 2015, closing a stake of 6,899 shares — an estimated $1.06M sold.

Wunderlich Capital Managemnt first reported a position in IBM in Q4 2013 and held it in 5 quarters. The position peaked at $1.16M in Q1 2014. 1,724 funds tracked by Wall St. Rank hold IBM as of Q1 2015.

  • Wunderlich Capital Managemnt reported no remaining IBM position as of Q1 2015 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 6,899 IBM shares in Q1 2015, an estimated $1.06M.
  • Wunderlich Capital Managemnt first reported a position in IBM in Q4 2013 and held it in 5 quarters.
  • Wunderlich Capital Managemnt's IBM position peaked at $1.16M in Q1 2014.
  • 1,724 funds tracked by Wall St. Rank held IBM as of Q1 2015.

Based on Wunderlich Capital Managemnt's 13F filing for Q1 2015, filed 5 May 2015.