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Oak Point Wealth Management’s Microsoft MSFT Stock Holding History

Oak Point Wealth 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
2018
Q1 		$9K Hold
102
– – 0.01% 154
2017
Q4 		$9K Buy
+102
New +$8.37K 0.01% 156

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Oak Point Wealth Management's MSFT Position: Q1 2018 in Review

Oak Point Wealth Management held its Microsoft (MSFT) position steady in Q1 2018 at 102 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #154.

Oak Point Wealth Management first reported a position in MSFT in Q4 2017 and has held it in 2 quarters since. 2,788 funds tracked by Wall St. Rank hold MSFT as of Q1 2018.

  • Oak Point Wealth Management held 102 shares of Microsoft worth $9K as of Q1 2018.
  • Oak Point Wealth Management left its Microsoft share count unchanged in Q1 2018.
  • Microsoft made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #154 holding.
  • Oak Point Wealth Management first reported a position in Microsoft in Q4 2017 and has held it in 2 quarters since.
  • 2,788 funds tracked by Wall St. Rank held Microsoft as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.