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AmeriServ Wealth Advisors’s Blackrock BLK Stock Holding History

AmeriServ Wealth Advisors’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-775
Closed -$245K – 134
2013
Q4 		$245K Hold
775
– – 0.15% 156
2013
Q3 		$210K Buy
+775
New +$211K 0.13% 163

Other funds holding BLK

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MFG
Mizuho Financial Group Chiyoda-Ku, Tokyo, Japan $1.21B AUM 23.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AmeriServ Wealth Advisors's BLK Position: Q1 2014 in Review

AmeriServ Wealth Advisors sold out of Blackrock (BLK) in Q1 2014, closing a stake of 775 shares — an estimated $245K sold.

AmeriServ Wealth Advisors first reported a position in BLK in Q3 2013 and held it in 2 quarters. The position peaked at $245K in Q4 2013. 774 funds tracked by Wall St. Rank hold BLK as of Q1 2014.

  • AmeriServ Wealth Advisors reported no remaining Blackrock position as of Q1 2014 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 775 Blackrock shares in Q1 2014, an estimated $245K.
  • AmeriServ Wealth Advisors first reported a position in Blackrock in Q3 2013 and held it in 2 quarters.
  • AmeriServ Wealth Advisors's Blackrock position peaked at $245K in Q4 2013.
  • 774 funds tracked by Wall St. Rank held Blackrock as of Q1 2014.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2014, filed 14 May 2014.