Partnervest Advisory Services’s Microsoft MSFT Stock Holding History

Partnervest 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
2020 Q3	$3K	Buy	+1,900	New	+$399K	﹤0.01%	250
2020 Q2	–	Sell	-1,000	Closed	-$5K	–	243
2020 Q1	$5K	Buy	+1,000	New	+$164K	﹤0.01%	202

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Partnervest Advisory Services's MSFT Position: Q3 2020 in Review

Partnervest Advisory Services increased its Microsoft (MSFT) stake by 8.7% in Q3 2020, buying an estimated $665K and bringing the position to 39,639 shares worth $8.34M. The position accounts for 2.64% of the portfolio, ranked #6.

Partnervest Advisory Services first reported a position in MSFT in Q2 2013 and has held it in 30 quarters since. 3,590 funds tracked by Wall St. Rank hold MSFT as of Q3 2020.

Partnervest Advisory Services held 39,639 shares of Microsoft worth $8.34M as of Q3 2020.
Partnervest Advisory Services bought 3,165 Microsoft shares in Q3 2020, an estimated $665K.
Microsoft made up 2.64% of Partnervest Advisory Services's portfolio in Q3 2020, its #6 holding.
Partnervest Advisory Services first reported a position in Microsoft in Q2 2013 and has held it in 30 quarters since.
3,590 funds tracked by Wall St. Rank held Microsoft as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.