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United Bank (West Virginia)’s Microsoft MSFT Stock Holding History

United Bank (West Virginia)’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
Q3 		$7.03M Buy
94,423
+661
+0.7% +$48.3K 2.8% 8
2017
Q2 		$6.46M Sell
93,762
-178
-0.2% -$12.2K 2.72% 6
2017
Q1 		$6.19M Sell
93,940
-2,076
-2% -$133K 2.7% 7
2016
Q4 		$5.97M Sell
96,016
-6,578
-6% -$396K 2.64% 6
2016
Q3 		$5.91M Sell
102,594
-7,242
-7% -$409K 2.71% 6
2016
Q2 		$5.62M Sell
109,836
-1,180
-1% -$61.3K 2.58% 7
2016
Q1 		$6.13M Sell
111,016
-13,007
-10% -$682K 2.8% 6
2015
Q4 		$6.88M Sell
124,023
-2,867
-2% -$151K 3.29% 5
2015
Q3 		$5.62M Sell
126,890
-16,128
-11% -$724K 2.91% 6
2015
Q2 		$6.32M Sell
143,018
-8,648
-6% -$395K 2.79% 8
2015
Q1 		$6.17M Sell
151,666
-40,002
-21% -$1.74M 2.61% 8
2014
Q4 		$8.9M Sell
191,668
-579
-0.3% -$27.2K 3.3% 6
2014
Q3 		$8.91M Sell
192,247
-5,204
-3% -$232K 3.37% 6
2014
Q2 		$8.23M Buy
197,451
+3,028
+2% +$123K 3.09% 6
2014
Q1 		$7.97M Buy
194,423
+10,536
+6% +$395K 3.13% 5
2013
Q4 		$6.88M Sell
183,887
-134
-0.1% -$4.87K 2.73% 8
2013
Q3 		$6.12M Buy
184,021
+7,569
+4% +$249K 2.62% 9
2013
Q2 		$6.1M Buy
+176,452
New +$5.78M 2.75% 8

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

United Bank (West Virginia)'s MSFT Position: Q3 2017 in Review

United Bank (West Virginia) increased its Microsoft (MSFT) stake by 0.7% in Q3 2017, buying an estimated $48.3K and bringing the position to 94,423 shares worth $7.03M. The position accounts for 2.8% of the portfolio, ranked #8.

United Bank (West Virginia) first reported a position in MSFT in Q2 2013 and has held it in 18 quarters since. The position peaked at $8.91M in Q3 2014. 2,484 funds tracked by Wall St. Rank hold MSFT as of Q3 2017.

  • United Bank (West Virginia) held 94,423 shares of Microsoft worth $7.03M as of Q3 2017.
  • United Bank (West Virginia) bought 661 Microsoft shares in Q3 2017, an estimated $48.3K.
  • Microsoft made up 2.8% of United Bank (West Virginia)'s portfolio in Q3 2017, its #8 holding.
  • United Bank (West Virginia) first reported a position in Microsoft in Q2 2013 and has held it in 18 quarters since.
  • United Bank (West Virginia)'s Microsoft position peaked at $8.91M in Q3 2014.
  • 2,484 funds tracked by Wall St. Rank held Microsoft as of Q3 2017.

Based on United Bank (West Virginia)'s 13F filing for Q3 2017, filed 26 Oct 2017.