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Tortoise Index Solutions’s Microsoft MSFT Stock Holding History

Tortoise Index Solutions’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
2019
Q4 		– Sell
-1,330
Closed -$185K – 129
2019
Q3 		$185K Buy
1,330
+423
+47% +$58.2K 0.06% 77
2019
Q2 		$122K Sell
907
-136
-13% -$17.3K 0.04% 85
2019
Q1 		$123K Buy
+1,043
New +$114K 0.04% 79

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Tortoise Index Solutions's MSFT Position: Q4 2019 in Review

Tortoise Index Solutions sold out of Microsoft (MSFT) in Q4 2019, closing a stake of 1,330 shares — an estimated $185K sold.

Tortoise Index Solutions first reported a position in MSFT in Q1 2019 and held it in 3 quarters. The position peaked at $185K in Q3 2019. 3,439 funds tracked by Wall St. Rank hold MSFT as of Q4 2019.

  • Tortoise Index Solutions reported no remaining Microsoft position as of Q4 2019 after selling out during the quarter.
  • Tortoise Index Solutions sold 1,330 Microsoft shares in Q4 2019, an estimated $185K.
  • Tortoise Index Solutions first reported a position in Microsoft in Q1 2019 and held it in 3 quarters.
  • Tortoise Index Solutions's Microsoft position peaked at $185K in Q3 2019.
  • 3,439 funds tracked by Wall St. Rank held Microsoft as of Q4 2019.

Based on Tortoise Index Solutions's 13F filing for Q4 2019, filed 14 Feb 2020.