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Winslow Evans & Crocker’s Strategy Inc MSTR Stock Holding History

Winslow Evans & Crocker’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
2019
Q2 		– Sell
-20
Closed -$2K – 1269
2019
Q1 		$2K Buy
+20
New +$277 ﹤0.01% 1202

Other funds holding MSTR

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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Winslow Evans & Crocker's MSTR Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of Strategy Inc (MSTR) in Q2 2019, closing a stake of 20 shares — an estimated $2K sold.

Winslow Evans & Crocker first reported a position in MSTR in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 163 funds tracked by Wall St. Rank hold MSTR as of Q2 2019.

  • Winslow Evans & Crocker reported no remaining Strategy Inc position as of Q2 2019 after selling out during the quarter.
  • Winslow Evans & Crocker sold 20 Strategy Inc shares in Q2 2019, an estimated $2K.
  • Winslow Evans & Crocker first reported a position in Strategy Inc in Q1 2019 and held it in 1 quarter.
  • Winslow Evans & Crocker's Strategy Inc position peaked at $2K in Q1 2019.
  • 163 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.