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Credo Capital Management’s Microsoft MSFT Stock Holding History

Credo Capital 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
2013
Q4 		$73K Buy
1,962
+925
+89% +$33.6K 0.31% 68
2013
Q3 		$35K Sell
1,037
-125
-11% -$4.11K 0.06% 94
2013
Q2 		$40K Buy
+1,162
New +$38.1K 0.03% 79

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Credo Capital Management's MSFT Position: Q4 2013 in Review

Credo Capital Management increased its Microsoft (MSFT) stake by 89% in Q4 2013, buying an estimated $33.6K and bringing the position to 1,962 shares worth $73K. The position accounts for 0.31% of the portfolio, ranked #68.

Credo Capital Management first reported a position in MSFT in Q2 2013 and has held it in 3 quarters since. 1,957 funds tracked by Wall St. Rank hold MSFT as of Q4 2013.

  • Credo Capital Management held 1,962 shares of Microsoft worth $73K as of Q4 2013.
  • Credo Capital Management bought 925 Microsoft shares in Q4 2013, an estimated $33.6K.
  • Microsoft made up 0.31% of Credo Capital Management's portfolio in Q4 2013, its #68 holding.
  • Credo Capital Management first reported a position in Microsoft in Q2 2013 and has held it in 3 quarters since.
  • 1,957 funds tracked by Wall St. Rank held Microsoft as of Q4 2013.

Based on Credo Capital Management's 13F filing for Q4 2013, filed 24 Jan 2014.