FCM Investments’s Microsoft MSFT Stock Holding History

FCM Investments’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
2017 Q4	$342K	Hold	4,000	–	–	0.49%	12
2017 Q3	$298K	Sell	4,000 -3,800	-49%	-$278K	0.35%	15
2017 Q2	$538K	Hold	7,800	–	–	0.41%	35
2017 Q1	$514K	Hold	7,800	–	–	0.32%	43
2016 Q4	$485K	Hold	7,800	–	–	0.29%	49
2016 Q3	$449K	Hold	7,800	–	–	0.25%	51
2016 Q2	$399K	Sell	7,800 -400	-5%	-$20.8K	0.24%	49
2016 Q1	$453K	Sell	8,200 -1,300	-14%	-$68.1K	0.24%	49
2015 Q4	$527K	Buy	9,500 +2,200	+30%	+$116K	0.27%	48
2015 Q3	$323K	Hold	7,300	–	–	0.16%	53
2015 Q2	$322K	Hold	7,300	–	–	0.15%	54
2015 Q1	$297K	Hold	7,300	–	–	0.14%	53
2014 Q4	$339K	Hold	7,300	–	–	0.16%	52
2014 Q3	$338K	Hold	7,300	–	–	0.15%	50
2014 Q2	$304K	Hold	7,300	–	–	0.14%	55
2014 Q1	$299K	Hold	7,300	–	–	0.12%	55
2013 Q4	$273K	Hold	7,300	–	–	0.11%	57
2013 Q3	$243K	Sell	7,300 -1,409	-16%	-$46.4K	0.1%	58
2013 Q2	$301K	Buy	+8,709	New	+$285K	0.13%	61

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FCM Investments's MSFT Position: Q4 2017 in Review

FCM Investments held its Microsoft (MSFT) position steady in Q4 2017 at 4,000 shares worth $342K. The position accounts for 0.49% of the portfolio, ranked #12.

FCM Investments first reported a position in MSFT in Q2 2013 and has held it in 19 quarters since. The position peaked at $538K in Q2 2017. 2,751 funds tracked by Wall St. Rank hold MSFT as of Q4 2017.

FCM Investments held 4,000 shares of Microsoft worth $342K as of Q4 2017.
FCM Investments left its Microsoft share count unchanged in Q4 2017.
Microsoft made up 0.49% of FCM Investments's portfolio in Q4 2017, its #12 holding.
FCM Investments first reported a position in Microsoft in Q2 2013 and has held it in 19 quarters since.
FCM Investments's Microsoft position peaked at $538K in Q2 2017.
2,751 funds tracked by Wall St. Rank held Microsoft as of Q4 2017.

Based on FCM Investments's 13F filing for Q4 2017, filed 17 Jan 2018.