SNC
MSFT icon

Stifel Nicolaus & Co’s Microsoft MSFT Stock Holding History

Stifel Nicolaus & Co’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
Q3 		$107M Buy
3,229,109
+624,140
+24% +$20.5M 1.78% 2
2013
Q2 		$90M Buy
+2,604,969
New +$85.3M 1.63% 4

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
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stifel Nicolaus & Co's MSFT Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Microsoft (MSFT) stake by 24% in Q3 2013, buying an estimated $20.5M and bringing the position to 3,229,109 shares worth $107M. The position accounts for 1.78% of the portfolio, ranked #2.

Stifel Nicolaus & Co first reported a position in MSFT in Q2 2013 and has held it in 2 quarters since. 1,794 funds tracked by Wall St. Rank hold MSFT as of Q3 2013.

  • Stifel Nicolaus & Co held 3,229,109 shares of Microsoft worth $107M as of Q3 2013.
  • Stifel Nicolaus & Co bought 624,140 Microsoft shares in Q3 2013, an estimated $20.5M.
  • Microsoft made up 1.78% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #2 holding.
  • Stifel Nicolaus & Co first reported a position in Microsoft in Q2 2013 and has held it in 2 quarters since.
  • 1,794 funds tracked by Wall St. Rank held Microsoft as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.