Gary Goldberg Planning Services’s Microsoft MSFT Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$1.97M	Buy	42,507 +248	+0.6%	+$11.6K	0.83%	33
2014 Q3	$1.96M	Buy	42,259 +1,586	+4%	+$70.7K	0.81%	33
2014 Q2	$1.7M	Buy	40,673 +202	+0.5%	+$8.18K	0.75%	34
2014 Q1	$1.66M	Buy	40,471 +6,929	+21%	+$260K	0.81%	35
2013 Q4	$1.25M	Sell	33,542 -2,430	-7%	-$88.3K	0.73%	37
2013 Q3	$1.2M	Buy	35,972 +183	+0.5%	+$6.02K	0.73%	38
2013 Q2	$1.24M	Buy	+35,789	New	+$1.17M	0.79%	31

Other funds holding MSFT

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gary Goldberg Planning Services's MSFT Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its Microsoft (MSFT) stake by 0.59% in Q4 2014, buying an estimated $11.6K and bringing the position to 42,507 shares worth $1.97M. The position accounts for 0.83% of the portfolio, ranked #33.

Gary Goldberg Planning Services first reported a position in MSFT in Q2 2013 and has held it in 7 quarters since. 2,148 funds tracked by Wall St. Rank hold MSFT as of Q4 2014.

Gary Goldberg Planning Services held 42,507 shares of Microsoft worth $1.97M as of Q4 2014.
Gary Goldberg Planning Services bought 248 Microsoft shares in Q4 2014, an estimated $11.6K.
Microsoft made up 0.83% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #33 holding.
Gary Goldberg Planning Services first reported a position in Microsoft in Q2 2013 and has held it in 7 quarters since.
2,148 funds tracked by Wall St. Rank held Microsoft as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.