Concert Wealth Management’s Microsoft MSFT Stock Holding History

Concert 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
2016 Q4	–	Sell	-300	Closed	-$3K	–	762
2016 Q3	$3K	Sell	300 -700	-70%	-$39.5K	﹤0.01%	987
2016 Q2	$2K	Buy	+1,000	New	+$52K	﹤0.01%	679
2015 Q1	–	Sell	-5,600	Closed	-$30K	–	571
2014 Q4	$30K	Buy	+5,600	New	+$263K	﹤0.01%	621

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concert Wealth Management's MSFT Position: Q3 2017 in Review

Concert Wealth Management sold out of Microsoft (MSFT) in Q3 2017, closing a stake of 15,749 shares — an estimated $1.09M sold.

Concert Wealth Management first reported a position in MSFT in Q2 2013 and held it in 17 quarters. The position peaked at $17M in Q3 2016. 2,484 funds tracked by Wall St. Rank hold MSFT as of Q3 2017.

Concert Wealth Management reported no remaining Microsoft position as of Q3 2017 after selling out during the quarter.
Concert Wealth Management sold 15,749 Microsoft shares in Q3 2017, an estimated $1.09M.
Concert Wealth Management first reported a position in Microsoft in Q2 2013 and held it in 17 quarters.
Concert Wealth Management's Microsoft position peaked at $17M in Q3 2016.
2,484 funds tracked by Wall St. Rank held Microsoft as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.