Aspen Investment Management’s Blackrock BLK Stock Holding History

Aspen Investment Management’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
2018 Q2	–	Sell	-385	Closed	-$209K	–	149
2018 Q1	$209K	Buy	+385	New	+$211K	0.15%	134
2014 Q3	–	Sell	-830	Closed	-$265K	–	118
2014 Q2	$265K	Buy	830 +100	+14%	+$30.6K	0.16%	109
2014 Q1	$230K	Buy	730 +15	+2%	+$4.58K	0.15%	113
2013 Q4	$226K	Buy	+715	New	+$213K	0.15%	116

Other funds holding BLK

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MFG

Mizuho Financial Group Chiyoda-Ku, Tokyo, Japan $1.21B AUM 23.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Aspen Investment Management's BLK Position: Q2 2018 in Review

Aspen Investment Management sold out of Blackrock (BLK) in Q2 2018, closing a stake of 385 shares — an estimated $209K sold.

Aspen Investment Management first reported a position in BLK in Q4 2013 and held it in 4 quarters. The position peaked at $265K in Q2 2014. 1,232 funds tracked by Wall St. Rank hold BLK as of Q2 2018.

Aspen Investment Management reported no remaining Blackrock position as of Q2 2018 after selling out during the quarter.
Aspen Investment Management sold 385 Blackrock shares in Q2 2018, an estimated $209K.
Aspen Investment Management first reported a position in Blackrock in Q4 2013 and held it in 4 quarters.
Aspen Investment Management's Blackrock position peaked at $265K in Q2 2014.
1,232 funds tracked by Wall St. Rank held Blackrock as of Q2 2018.

Based on Aspen Investment Management's 13F filing for Q2 2018, filed 14 Aug 2018.