WealthShield’s Microsoft MSFT Stock Holding History

WealthShield’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 Q4	$485K	Buy	+5,641	New	+$463K	0.3%	69

Other funds holding MSFT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthShield's MSFT Position: Q4 2017 in Review

WealthShield opened a new position in Microsoft (MSFT) in Q4 2017: 5,641 shares worth $485K. The stake represents 0.3% of the portfolio and ranks #69 among its holdings.

2,753 funds tracked by Wall St. Rank hold MSFT as of Q4 2017.

WealthShield held 5,641 shares of Microsoft worth $485K as of Q4 2017.
Microsoft was a new WealthShield position in Q4 2017.
Microsoft made up 0.3% of WealthShield's portfolio in Q4 2017, its #69 holding.
2,753 funds tracked by Wall St. Rank held Microsoft as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.