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Geneva Advisors, LLC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneva Advisors, LLC on MSFT, newest first. How the timeline and the estimate are built.

Geneva Advisors, LLC held 1,894,381 MSFT shares at 2017-06-30 per its 13F-HR filed 2017-08-07.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 1,894,381 shares
    Change vs previous 13F -5,069 shares

    2.25% of the 13F portfolio, value $130,580,000.

    13F-HR 0001144204-17-040796 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2017-03-31
    13F 1,899,450 shares
    Change vs previous 13F -24,775 shares

    2.24% of the 13F portfolio, value $125,098,000.

    13F-HR 0001144204-17-023557 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2016-12-31
    13F 1,924,225 shares
    Change vs previous 13F -49,874 shares

    2.33% of the 13F portfolio, value $119,571,000.

    13F-HR 0001144204-17-007302 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2016-09-30
    13F 1,974,099 shares
    Change vs previous 13F -9,269 shares

    2.14% of the 13F portfolio, value $113,708,000.

    13F-HR 0001144204-16-132719 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2016-06-30
    13F 1,983,368 shares
    Change vs previous 13F -172,505 shares

    2.01% of the 13F portfolio, value $101,489,000.

    13F-HR 0001144204-16-117161 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2016-03-31
    13F 2,155,873 shares
    Change vs previous 13F +23,820 shares

    2.39% of the 13F portfolio, value $119,069,000.

    13F-HR 0001144204-16-098533 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2015-12-31
    13F 2,132,053 shares
    Change vs previous 13F +358,956 shares

    2.27% of the 13F portfolio, value $118,286,000.

    13F-HR 0001144204-16-078984 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2015-09-30
    13F 1,773,097 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $78,477,000.

    13F-HR 0001144204-15-062408 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).