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Torch Wealth Management’s Strategy Inc MSTR Stock Holding History

Torch Wealth Management’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,500
Closed -$17K – 273
2014
Q1 		$17K Buy
+1,500
New +$18.7K 0.01% 218

Other funds holding MSTR

EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AC
Apex Capital Orinda, California $938M AUM 4.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Torch Wealth Management's MSTR Position: Q2 2014 in Review

Torch Wealth Management sold out of Strategy Inc (MSTR) in Q2 2014, closing a stake of 1,500 shares — an estimated $17K sold.

Torch Wealth Management first reported a position in MSTR in Q1 2014 and held it in 1 quarter. The position peaked at $17K in Q1 2014. 151 funds tracked by Wall St. Rank hold MSTR as of Q2 2014.

  • Torch Wealth Management reported no remaining Strategy Inc position as of Q2 2014 after selling out during the quarter.
  • Torch Wealth Management sold 1,500 Strategy Inc shares in Q2 2014, an estimated $17K.
  • Torch Wealth Management first reported a position in Strategy Inc in Q1 2014 and held it in 1 quarter.
  • Torch Wealth Management's Strategy Inc position peaked at $17K in Q1 2014.
  • 151 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2014.

Based on Torch Wealth Management's 13F filing for Q2 2014, filed 23 Jul 2014.