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Chessman Wealth Strategies RIA’s Microsoft MSFT Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-855
Closed -$98K – 112
2018
Q3 		$98K Buy
+855
New +$92.7K 0.09% 40

Other funds holding MSFT

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Chessman Wealth Strategies RIA's MSFT Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Microsoft (MSFT) in Q4 2018, closing a stake of 855 shares — an estimated $98K sold.

Chessman Wealth Strategies RIA first reported a position in MSFT in Q3 2018 and held it in 1 quarter. The position peaked at $98K in Q3 2018. 3,092 funds tracked by Wall St. Rank hold MSFT as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Microsoft position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 855 Microsoft shares in Q4 2018, an estimated $98K.
  • Chessman Wealth Strategies RIA first reported a position in Microsoft in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Microsoft position peaked at $98K in Q3 2018.
  • 3,092 funds tracked by Wall St. Rank held Microsoft as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.