Wealthfront’s Microsoft MSFT Stock Holding History

Wealthfront’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
2018 Q3	$41.8M	Buy	365,084 +4,313	+1%	+$468K	0.4%	22
2018 Q2	$35.6M	Sell	360,771 -15,832	-4%	-$1.53M	0.36%	23
2018 Q1	$34.4M	Buy	376,603 +16,544	+5%	+$1.51M	0.35%	22
2017 Q4	$30.8M	Buy	360,059 +18,261	+5%	+$1.5M	0.34%	24
2017 Q3	$25.5M	Buy	341,798 +42,433	+14%	+$3.1M	0.33%	24
2017 Q2	$20.6M	Buy	299,365 +35,234	+13%	+$2.42M	0.31%	23
2017 Q1	$17.4M	Buy	264,131 +33,971	+15%	+$2.18M	0.31%	22
2016 Q4	$14.3M	Buy	230,160 +31,364	+16%	+$1.89M	0.31%	22
2016 Q3	$11.5M	Buy	198,796 +38,168	+24%	+$2.15M	0.27%	23
2016 Q2	$8.22M	Sell	160,628 -2,260	-1%	-$117K	0.23%	25
2016 Q1	$9M	Buy	162,888 +20,878	+15%	+$1.09M	0.28%	25
2015 Q4	$7.88M	Buy	142,010 +37,945	+36%	+$2M	0.28%	22
2015 Q3	$4.61M	Buy	104,065 +37,983	+57%	+$1.71M	0.18%	27
2015 Q2	$2.92M	Buy	66,082 +26,210	+66%	+$1.2M	0.12%	26
2015 Q1	$1.62M	Sell	39,872 -13,732	-26%	-$598K	0.08%	27
2014 Q4	$2.49M	Buy	53,604 +11,458	+27%	+$538K	0.15%	23
2014 Q3	$1.95M	Buy	42,146 +11,789	+39%	+$526K	0.14%	23
2014 Q2	$1.27M	Buy	30,357 +11,327	+60%	+$458K	0.11%	20
2014 Q1	$788K	Buy	+19,030	New	+$714K	0.1%	18

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wealthfront's MSFT Position: Q3 2018 in Review

Wealthfront increased its Microsoft (MSFT) stake by 1.2% in Q3 2018, buying an estimated $468K and bringing the position to 365,084 shares worth $41.8M. The position accounts for 0.4% of the portfolio, ranked #22.

Wealthfront first reported a position in MSFT in Q1 2014 and has held it in 19 quarters since. 2,849 funds tracked by Wall St. Rank hold MSFT as of Q3 2018.

Wealthfront held 365,084 shares of Microsoft worth $41.8M as of Q3 2018.
Wealthfront bought 4,313 Microsoft shares in Q3 2018, an estimated $468K.
Microsoft made up 0.4% of Wealthfront's portfolio in Q3 2018, its #22 holding.
Wealthfront first reported a position in Microsoft in Q1 2014 and has held it in 19 quarters since.
2,849 funds tracked by Wall St. Rank held Microsoft as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.