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National Investment Services’s Microsoft MSFT Stock Holding History

National Investment 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
2013
Q4 		– Sell
-57,658
Closed -$1.92M – 65
2013
Q3 		$1.92M Hold
57,658
– – 1.51% 32
2013
Q2 		$1.99M Buy
+57,658
New +$1.89M 1.64% 25

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

National Investment Services's MSFT Position: Q4 2013 in Review

National Investment Services sold out of Microsoft (MSFT) in Q4 2013, closing a stake of 57,658 shares — an estimated $1.92M sold.

National Investment Services first reported a position in MSFT in Q2 2013 and held it in 2 quarters. The position peaked at $1.99M in Q2 2013. 1,957 funds tracked by Wall St. Rank hold MSFT as of Q4 2013.

  • National Investment Services reported no remaining Microsoft position as of Q4 2013 after selling out during the quarter.
  • National Investment Services sold 57,658 Microsoft shares in Q4 2013, an estimated $1.92M.
  • National Investment Services first reported a position in Microsoft in Q2 2013 and held it in 2 quarters.
  • National Investment Services's Microsoft position peaked at $1.99M in Q2 2013.
  • 1,957 funds tracked by Wall St. Rank held Microsoft as of Q4 2013.

Based on National Investment Services's 13F filing for Q4 2013, filed 7 Feb 2014.