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Merit Investment Management’s Microsoft MSFT Stock Holding History

Merit 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
2013
Q4 		– Sell
-4,485
Closed -$149K – 44
2013
Q3 		$149K Hold
4,485
– – 0.18% 42
2013
Q2 		$155K Buy
+4,485
New +$147K 0.14% 47

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Merit Investment Management's MSFT Position: Q4 2013 in Review

Merit Investment Management sold out of Microsoft (MSFT) in Q4 2013, closing a stake of 4,485 shares — an estimated $149K sold.

Merit Investment Management first reported a position in MSFT in Q2 2013 and held it in 2 quarters. The position peaked at $155K in Q2 2013. 1,959 funds tracked by Wall St. Rank hold MSFT as of Q4 2013.

  • Merit Investment Management reported no remaining Microsoft position as of Q4 2013 after selling out during the quarter.
  • Merit Investment Management sold 4,485 Microsoft shares in Q4 2013, an estimated $149K.
  • Merit Investment Management first reported a position in Microsoft in Q2 2013 and held it in 2 quarters.
  • Merit Investment Management's Microsoft position peaked at $155K in Q2 2013.
  • 1,959 funds tracked by Wall St. Rank held Microsoft as of Q4 2013.

Based on Merit Investment Management's 13F filing for Q4 2013, filed 11 Feb 2014.