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Boston Trust Walden’s Strategy Inc MSTR Stock Holding History

Boston Trust Walden’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-108,650
Closed -$944K – 323
2013
Q2 		$944K Buy
+108,650
New +$1.02M 0.02% 247

Other funds holding MSTR

EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AC
Apex Capital Orinda, California $938M AUM 4.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Boston Trust Walden's MSTR Position: Q3 2013 in Review

Boston Trust Walden sold out of Strategy Inc (MSTR) in Q3 2013, closing a stake of 108,650 shares — an estimated $944K sold.

Boston Trust Walden first reported a position in MSTR in Q2 2013 and held it in 1 quarter. The position peaked at $944K in Q2 2013. 127 funds tracked by Wall St. Rank hold MSTR as of Q3 2013.

  • Boston Trust Walden reported no remaining Strategy Inc position as of Q3 2013 after selling out during the quarter.
  • Boston Trust Walden sold 108,650 Strategy Inc shares in Q3 2013, an estimated $944K.
  • Boston Trust Walden first reported a position in Strategy Inc in Q2 2013 and held it in 1 quarter.
  • Boston Trust Walden's Strategy Inc position peaked at $944K in Q2 2013.
  • 127 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2013.

Based on Boston Trust Walden's 13F filing for Q3 2013, filed 15 Nov 2013.