Clarfeld Financial Advisors’s Microsoft MSFT Stock Holding History

Clarfeld Financial Advisors’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	$347K	Buy	+3,415	New	+$366K	0.29%	32

Other funds holding MSFT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Clarfeld Financial Advisors's MSFT Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Microsoft (MSFT) in Q4 2018: 3,415 shares worth $347K. The stake represents 0.29% of the portfolio and ranks #32 among its holdings.

3,093 funds tracked by Wall St. Rank hold MSFT as of Q4 2018.

Clarfeld Financial Advisors held 3,415 shares of Microsoft worth $347K as of Q4 2018.
Microsoft was a new Clarfeld Financial Advisors position in Q4 2018.
Microsoft made up 0.29% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #32 holding.
3,093 funds tracked by Wall St. Rank held Microsoft as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.