FourPoints Investment Managers’s Microsoft MSFT Stock Holding History

FourPoints Investment Managers’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	-20,477	Closed	-$1.18M	–	59
2016 Q3	$1.18M	Hold	20,477	–	–	0.9%	45
2016 Q2	$1.05M	Buy	20,477 +2,902	+17%	+$151K	0.73%	47
2016 Q1	$971K	Sell	17,575 -4,663	-21%	-$244K	0.61%	57
2015 Q4	$1.23M	Buy	+22,238	New	+$1.17M	0.52%	61
2013 Q3	–	Sell	-35,280	Closed	-$1.22M	–	96
2013 Q2	$1.22M	Buy	+35,280	New	+$1.16M	0.12%	75

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

FourPoints Investment Managers's MSFT Position: Q4 2016 in Review

FourPoints Investment Managers sold out of Microsoft (MSFT) in Q4 2016, closing a stake of 20,477 shares — an estimated $1.18M sold.

FourPoints Investment Managers first reported a position in MSFT in Q2 2013 and held it in 5 quarters. The position peaked at $1.23M in Q4 2015. 2,425 funds tracked by Wall St. Rank hold MSFT as of Q4 2016.

FourPoints Investment Managers reported no remaining Microsoft position as of Q4 2016 after selling out during the quarter.
FourPoints Investment Managers sold 20,477 Microsoft shares in Q4 2016, an estimated $1.18M.
FourPoints Investment Managers first reported a position in Microsoft in Q2 2013 and held it in 5 quarters.
FourPoints Investment Managers's Microsoft position peaked at $1.23M in Q4 2015.
2,425 funds tracked by Wall St. Rank held Microsoft as of Q4 2016.

Based on FourPoints Investment Managers's 13F filing for Q4 2016, filed 6 Feb 2017.