Cypress Wealth Advisors’s Microsoft MSFT Stock Holding History

Cypress Wealth 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
2019 Q1	$1.51M	Sell	12,793 -1,960	-13%	-$214K	1.73%	20
2018 Q4	$1.5M	Hold	14,753	–	–	2.06%	14
2018 Q3	$1.69M	Hold	14,753	–	–	1.77%	21
2018 Q2	$1.46M	Sell	14,753 -2,444	-14%	-$237K	1.58%	24
2018 Q1	$1.57M	Sell	17,197 -525	-3%	-$48K	1.7%	22
2017 Q4	$1.52M	Sell	17,722 -235	-1%	-$19.3K	1.45%	24
2017 Q3	$1.34M	Buy	17,957 +207	+1%	+$15.1K	2.16%	13
2017 Q2	$1.22M	Sell	17,750 -37,341	-68%	-$2.56M	1.43%	19
2017 Q1	$3.63M	Sell	55,091 -168	-0.3%	-$10.8K	1.66%	13
2016 Q4	$3.43M	Buy	55,259 +675	+1%	+$40.6K	1.57%	14
2016 Q3	$3.14M	Buy	54,584 +3,511	+7%	+$198K	1.42%	13
2016 Q2	$2.61M	Sell	51,073 -547	-1%	-$28.4K	1.29%	15
2016 Q1	$2.85M	Buy	51,620 +6,642	+15%	+$348K	1.3%	15
2015 Q4	$2.5M	Buy	44,978 +430	+1%	+$22.6K	1.26%	16
2015 Q3	$1.97M	Buy	44,548 +2,032	+5%	+$91.2K	1.07%	19
2015 Q2	$1.88M	Buy	+42,516	New	+$1.94M	1.1%	24

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

Cypress Wealth Advisors's MSFT Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Microsoft (MSFT) stake by 13% in Q1 2019, selling an estimated $214K and leaving 12,793 shares worth $1.51M. The position accounts for 1.73% of the portfolio, ranked #20.

Cypress Wealth Advisors first reported a position in MSFT in Q2 2015 and has held it in 16 quarters since. The position peaked at $3.63M in Q1 2017. 3,117 funds tracked by Wall St. Rank hold MSFT as of Q1 2019.

Cypress Wealth Advisors held 12,793 shares of Microsoft worth $1.51M as of Q1 2019.
Cypress Wealth Advisors sold 1,960 Microsoft shares in Q1 2019, an estimated $214K.
Microsoft made up 1.73% of Cypress Wealth Advisors's portfolio in Q1 2019, its #20 holding.
Cypress Wealth Advisors first reported a position in Microsoft in Q2 2015 and has held it in 16 quarters since.
Cypress Wealth Advisors's Microsoft position peaked at $3.63M in Q1 2017.
3,117 funds tracked by Wall St. Rank held Microsoft as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.