Edge Advisors’s Strategy Inc MSTR Stock Holding History

Edge Advisors’s Portfolio MSTR Stock Details MSTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-590	Closed	-$11K	–	953
2017 Q2	$11K	Buy	+590	New	+$11K	﹤0.01%	731

Other funds holding MSTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return

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

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

SCM

Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Edge Advisors's MSTR Position: Q3 2017 in Review

Edge Advisors sold out of Strategy Inc (MSTR) in Q3 2017, closing a stake of 590 shares — an estimated $11K sold.

Edge Advisors first reported a position in MSTR in Q2 2017 and held it in 1 quarter. The position peaked at $11K in Q2 2017. 169 funds tracked by Wall St. Rank hold MSTR as of Q3 2017.

Edge Advisors reported no remaining Strategy Inc position as of Q3 2017 after selling out during the quarter.
Edge Advisors sold 590 Strategy Inc shares in Q3 2017, an estimated $11K.
Edge Advisors first reported a position in Strategy Inc in Q2 2017 and held it in 1 quarter.
Edge Advisors's Strategy Inc position peaked at $11K in Q2 2017.
169 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2017.

Based on Edge Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.