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Stanford Investment Group’s Microsoft MSFT Stock Holding History

Stanford Investment Group’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
2017
Q1 		– Sell
-18,367
Closed -$1.14M – 179
2016
Q4 		$1.14M Sell
18,367
-280
-2% -$16.8K 0.56% 19
2016
Q3 		$1.07M Buy
18,647
+892
+5% +$50.4K 0.51% 21
2016
Q2 		$909K Buy
17,755
+1,851
+12% +$96.2K 0.46% 20
2016
Q1 		$878K Buy
15,904
+931
+6% +$48.8K 0.49% 19
2015
Q4 		$831K Buy
14,973
+151
+1% +$7.95K 0.45% 20
2015
Q3 		$656K Buy
14,822
+1
+0% +$45 0.48% 18
2015
Q2 		$654K Buy
14,821
+1
+0% +$46 0.49% 20
2015
Q1 		$603K Buy
14,820
+1
+0% +$44 0.48% 20
2014
Q4 		$688K Buy
+14,819
New +$696K 0.58% 19

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stanford Investment Group's MSFT Position: Q1 2017 in Review

Stanford Investment Group sold out of Microsoft (MSFT) in Q1 2017, closing a stake of 18,367 shares — an estimated $1.14M sold.

Stanford Investment Group first reported a position in MSFT in Q4 2014 and held it in 9 quarters. The position peaked at $1.14M in Q4 2016. 2,430 funds tracked by Wall St. Rank hold MSFT as of Q1 2017.

  • Stanford Investment Group reported no remaining Microsoft position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 18,367 Microsoft shares in Q1 2017, an estimated $1.14M.
  • Stanford Investment Group first reported a position in Microsoft in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Microsoft position peaked at $1.14M in Q4 2016.
  • 2,430 funds tracked by Wall St. Rank held Microsoft as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.