Catamount Wealth Management’s Microsoft MSFT Stock Holding History

Catamount Wealth Management’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$525K	Buy	4,454 +951	+27%	+$104K	0.3%	29
2018 Q4	$366K	Buy	3,503 +90	+3%	+$9.64K	0.25%	27
2018 Q3	$390K	Buy	3,413 +1	+0%	+$108	0.19%	35
2018 Q2	$372K	Buy	3,412 +133	+4%	+$12.9K	0.18%	36
2018 Q1	$299K	Hold	3,279	–	–	0.16%	37
2017 Q4	$280K	Buy	3,279 +49	+2%	+$4.02K	0.16%	37
2017 Q3	$241K	Buy	3,230 +133	+4%	+$9.71K	0.14%	35
2017 Q2	$213K	Buy	3,097 +1	+0%	+$69	0.13%	39
2017 Q1	$204K	Hold	3,096	–	–	0.14%	39
2016 Q4	$192K	Buy	3,096 +100	+3%	+$6.01K	0.16%	36
2016 Q3	$173K	Buy	2,996 +1,875	+167%	+$106K	0.15%	39
2016 Q2	$57K	Hold	1,121	–	–	0.07%	43
2016 Q1	$62K	Buy	1,121 +121	+12%	+$6.34K	0.07%	42
2015 Q4	$55K	Hold	1,000	–	–	0.05%	46
2015 Q3	$44K	Hold	1,000	–	–	0.04%	50
2015 Q2	$44K	Buy	+1,000	New	+$45.6K	0.03%	71
2015 Q1	–	Sell	-293	Closed	-$14K	–	181
2014 Q4	$14K	Buy	+293	New	+$13.8K	0.01%	83

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Catamount Wealth Management's MSFT Position: Q1 2019 in Review

Catamount Wealth Management increased its Microsoft (MSFT) stake by 27% in Q1 2019, buying an estimated $104K and bringing the position to 4,454 shares worth $525K. The position accounts for 0.3% of the portfolio, ranked #29.

Catamount Wealth Management first reported a position in MSFT in Q4 2014 and has held it in 17 quarters since. 3,117 funds tracked by Wall St. Rank hold MSFT as of Q1 2019.

Catamount Wealth Management held 4,454 shares of Microsoft worth $525K as of Q1 2019.
Catamount Wealth Management bought 951 Microsoft shares in Q1 2019, an estimated $104K.
Microsoft made up 0.3% of Catamount Wealth Management's portfolio in Q1 2019, its #29 holding.
Catamount Wealth Management first reported a position in Microsoft in Q4 2014 and has held it in 17 quarters since.
3,117 funds tracked by Wall St. Rank held Microsoft as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.