IBM Retirement Fund
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 5,029,639
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2014 | 5/19/2014 | 1,017 | 5,029,639 | 13F-HR | IBM Retirement Fund |
| Q4 2013 | 2/27/2014 | 1,021 | 7,644,414 | 13F-HR | IBM Retirement Fund |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.963 M | 98.7% | 0 | 2.613 M | -2.613 M |
| ETFs | 66.44 K | 1.3% | 0 | 1.892 K | -1.892 K |
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Fund Snapshot
Q1 2014
Latest filed
5/19/2014
Total value ($000)
5,029,639
Holdings
1017
QoQ value change ($000)
-2,614,775
(-34.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.