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FutureAdvisor’s Microsoft MSFT Stock Holding History

FutureAdvisor’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
2015
Q3 		$366K Buy
8,261
+222
+3% +$9.97K 0.06% 42
2015
Q2 		$357K Sell
8,039
-6,232
-44% -$284K 0.06% 45
2015
Q1 		$578K Buy
14,271
+6,305
+79% +$274K 0.14% 40
2014
Q4 		$371K Buy
+7,966
New +$374K 0.13% 40

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FutureAdvisor's MSFT Position: Q3 2015 in Review

FutureAdvisor increased its Microsoft (MSFT) stake by 2.8% in Q3 2015, buying an estimated $9.97K and bringing the position to 8,261 shares worth $366K. The position accounts for 0.06% of the portfolio, ranked #42.

FutureAdvisor first reported a position in MSFT in Q4 2014 and has held it in 4 quarters since. The position peaked at $578K in Q1 2015. 2,090 funds tracked by Wall St. Rank hold MSFT as of Q3 2015.

  • FutureAdvisor held 8,261 shares of Microsoft worth $366K as of Q3 2015.
  • FutureAdvisor bought 222 Microsoft shares in Q3 2015, an estimated $9.97K.
  • Microsoft made up 0.06% of FutureAdvisor's portfolio in Q3 2015, its #42 holding.
  • FutureAdvisor first reported a position in Microsoft in Q4 2014 and has held it in 4 quarters since.
  • FutureAdvisor's Microsoft position peaked at $578K in Q1 2015.
  • 2,090 funds tracked by Wall St. Rank held Microsoft as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.