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Libra Advisors’s Microsoft MSFT Stock Holding History

Libra Advisors’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
Q2 		– Sell
-19,910
Closed -$816K – 12
2014
Q1 		$816K Sell
19,910
-200,349
-91% -$7.52M 1.66% 9
2013
Q4 		$8.24M Sell
220,259
-261,632
-54% -$9.5M 16.67% 3
2013
Q3 		$16.6M Buy
+481,891
New +$15.9M 25.51% 1

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
Fidelity Investments
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Libra Advisors's MSFT Position: Q2 2014 in Review

Libra Advisors sold out of Microsoft (MSFT) in Q2 2014, closing a stake of 19,910 shares — an estimated $816K sold.

Libra Advisors first reported a position in MSFT in Q3 2013 and held it in 3 quarters. The position peaked at $16.6M in Q3 2013. 1,989 funds tracked by Wall St. Rank hold MSFT as of Q2 2014.

  • Libra Advisors reported no remaining Microsoft position as of Q2 2014 after selling out during the quarter.
  • Libra Advisors sold 19,910 Microsoft shares in Q2 2014, an estimated $816K.
  • Libra Advisors first reported a position in Microsoft in Q3 2013 and held it in 3 quarters.
  • Libra Advisors's Microsoft position peaked at $16.6M in Q3 2013.
  • 1,989 funds tracked by Wall St. Rank held Microsoft as of Q2 2014.

Based on Libra Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.