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Peachtree Investment Advisors’s Microsoft MSFT Stock Holding History

Peachtree Investment 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
2018
Q4 		$4.6M Buy
45,285
+201
+0.4% +$21.5K 3.55% 7
2018
Q3 		$5.16M Sell
45,084
-200
-0.4% -$21.7K 3.52% 8
2018
Q2 		$4.46M Sell
45,284
-75
-0.2% -$7.27K 3.23% 8
2018
Q1 		$4.14M Sell
45,359
-3,690
-8% -$337K 3.11% 9
2017
Q4 		$4.2M Buy
49,049
+200
+0.4% +$16.4K 3.21% 8
2017
Q3 		$3.64M Sell
48,849
-855
-2% -$62.5K 3.13% 7
2017
Q2 		$3.43M Buy
49,704
+300
+0.6% +$20.6K 2.94% 8
2017
Q1 		$3.25M Sell
49,404
-1,150
-2% -$73.7K 2.98% 7
2016
Q4 		$3.14M Sell
50,554
-2,100
-4% -$126K 3.08% 7
2016
Q3 		$3.03M Sell
52,654
-250
-0.5% -$14.1K 2.98% 7
2016
Q2 		$2.71M Buy
52,904
+300
+0.6% +$15.6K 2.75% 6
2016
Q1 		$2.9M Buy
52,604
+690
+1% +$36.2K 2.91% 6
2015
Q4 		$2.88M Sell
51,914
-615
-1% -$32.4K 3.02% 6
2015
Q3 		$2.33M Buy
52,529
+1,925
+4% +$86.4K 2.41% 7
2015
Q2 		$2.23M Buy
50,604
+2,250
+5% +$103K 1.67% 10
2015
Q1 		$1.97M Buy
48,354
+9,350
+24% +$407K 1.41% 14
2014
Q4 		$1.8M Buy
39,004
+1,634
+4% +$76.7K 1.2% 15
2014
Q3 		$1.73M Sell
37,370
-275
-0.7% -$12.3K 1.16% 19
2014
Q2 		$1.57M Sell
37,645
-600
-2% -$24.3K 1.05% 25
2014
Q1 		$1.57M Sell
38,245
-23,715
-38% -$890K 1.07% 22
2013
Q4 		$2.32M Buy
+61,960
New +$2.25M 1.58% 16

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
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Peachtree Investment Advisors's MSFT Position: Q4 2018 in Review

Peachtree Investment Advisors increased its Microsoft (MSFT) stake by 0.45% in Q4 2018, buying an estimated $21.5K and bringing the position to 45,285 shares worth $4.6M. The position accounts for 3.55% of the portfolio, ranked #7.

Peachtree Investment Advisors first reported a position in MSFT in Q4 2013 and has held it in 21 quarters since. The position peaked at $5.16M in Q3 2018. 3,091 funds tracked by Wall St. Rank hold MSFT as of Q4 2018.

  • Peachtree Investment Advisors held 45,285 shares of Microsoft worth $4.6M as of Q4 2018.
  • Peachtree Investment Advisors bought 201 Microsoft shares in Q4 2018, an estimated $21.5K.
  • Microsoft made up 3.55% of Peachtree Investment Advisors's portfolio in Q4 2018, its #7 holding.
  • Peachtree Investment Advisors first reported a position in Microsoft in Q4 2013 and has held it in 21 quarters since.
  • Peachtree Investment Advisors's Microsoft position peaked at $5.16M in Q3 2018.
  • 3,091 funds tracked by Wall St. Rank held Microsoft as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.