Friedberg Investment Management’s Microsoft MSFT Stock Holding History

Friedberg Investment 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
2017 Q3	$362K	Sell	4,860 -9,770	-67%	-$714K	0.59%	48
2017 Q2	$1.01M	Buy	+14,630	New	+$1M	0.43%	60
2015 Q3	–	Sell	-6,170	Closed	-$272K	–	97
2015 Q2	$272K	Sell	6,170 -14,020	-69%	-$640K	0.1%	96
2015 Q1	$820K	Sell	20,190 -100	-0.5%	-$4.35K	0.3%	80
2014 Q4	$942K	Buy	20,290 +3,880	+24%	+$182K	0.37%	74
2014 Q3	$760K	Buy	16,410 +3,800	+30%	+$170K	0.29%	83
2014 Q2	$525K	Buy	+12,610	New	+$510K	0.19%	87

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Friedberg Investment Management's MSFT Position: Q3 2017 in Review

Friedberg Investment Management reduced its Microsoft (MSFT) stake by 67% in Q3 2017, selling an estimated $714K and leaving 4,860 shares worth $362K. The position accounts for 0.59% of the portfolio, ranked #48.

Friedberg Investment Management first reported a position in MSFT in Q2 2014 and has held it in 7 quarters since. The position peaked at $1.01M in Q2 2017. 2,485 funds tracked by Wall St. Rank hold MSFT as of Q3 2017.

Friedberg Investment Management held 4,860 shares of Microsoft worth $362K as of Q3 2017.
Friedberg Investment Management sold 9,770 Microsoft shares in Q3 2017, an estimated $714K.
Microsoft made up 0.59% of Friedberg Investment Management's portfolio in Q3 2017, its #48 holding.
Friedberg Investment Management first reported a position in Microsoft in Q2 2014 and has held it in 7 quarters since.
Friedberg Investment Management's Microsoft position peaked at $1.01M in Q2 2017.
2,485 funds tracked by Wall St. Rank held Microsoft as of Q3 2017.

Based on Friedberg Investment Management's 13F filing for Q3 2017, filed 8 Nov 2017.