INR Advisory Services’s Microsoft MSFT Stock Holding History

INR Advisory 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
2019 Q1	$8K	Hold	71	–	–	﹤0.01%	49
2018 Q4	$7K	Buy	+71	New	+$7.61K	﹤0.01%	55
2017 Q3	–	Sell	-144	Closed	-$10K	–	79
2017 Q2	$10K	Sell	144 -23,777	-99%	-$1.63M	﹤0.01%	42
2017 Q1	$1.57M	Buy	23,921 +129	+0.5%	+$8.27K	0.25%	11
2016 Q4	$1.48M	Sell	23,792 -4,256	-15%	-$256K	0.25%	12
2016 Q3	$1.62M	Hold	28,048	–	–	0.28%	9
2016 Q2	$1.44M	Hold	28,048	–	–	0.27%	11
2016 Q1	$1.55M	Hold	28,048	–	–	0.29%	8
2015 Q4	$1.56M	Hold	28,048	–	–	0.3%	8
2015 Q3	$1.24M	Sell	28,048 -50	-0.2%	-$2.25K	0.26%	11
2015 Q2	$1.24M	Buy	28,098 +50	+0.2%	+$2.28K	0.24%	13
2015 Q1	$1.14M	Hold	28,048	–	–	0.2%	18
2014 Q4	$1.3M	Hold	28,048	–	–	0.25%	12
2014 Q3	$1.3M	Hold	28,048	–	–	0.27%	15
2014 Q2	$1.17M	Hold	28,048	–	–	0.24%	15
2014 Q1	$1.15M	Sell	28,048 -11,085	-28%	-$416K	0.26%	17
2013 Q4	$1.46M	Buy	39,133 +375	+1%	+$13.6K	0.34%	12
2013 Q3	$1.29M	Hold	38,758	–	–	0.34%	13
2013 Q2	$1.34M	Buy	+38,758	New	+$1.27M	0.37%	13

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

INR Advisory Services's MSFT Position: Q1 2019 in Review

INR Advisory Services held its Microsoft (MSFT) position steady in Q1 2019 at 71 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #49.

INR Advisory Services first reported a position in MSFT in Q2 2013 and has held it in 19 quarters since. The position peaked at $1.62M in Q3 2016. 3,118 funds tracked by Wall St. Rank hold MSFT as of Q1 2019.

INR Advisory Services held 71 shares of Microsoft worth $8K as of Q1 2019.
INR Advisory Services left its Microsoft share count unchanged in Q1 2019.
Microsoft made up ﹤0.01% of INR Advisory Services's portfolio in Q1 2019, its #49 holding.
INR Advisory Services first reported a position in Microsoft in Q2 2013 and has held it in 19 quarters since.
INR Advisory Services's Microsoft position peaked at $1.62M in Q3 2016.
3,118 funds tracked by Wall St. Rank held Microsoft as of Q1 2019.

Based on INR Advisory Services's 13F filing for Q1 2019, filed 22 Apr 2019.