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BlackRock Group’s Financial Institutions FISI Stock Holding History

BlackRock Group’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$123K Buy
3,592
+1,008
+39% +$30K ﹤0.01% 2789
2016
Q3 		$70K Buy
2,584
+432
+20% +$11.5K ﹤0.01% 2875
2016
Q2 		$56K Buy
+2,152
New +$59.3K ﹤0.01% 2893

Other funds holding FISI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

BlackRock Group's FISI Position: Q4 2016 in Review

BlackRock Group increased its Financial Institutions (FISI) stake by 39% in Q4 2016, buying an estimated $30K and bringing the position to 3,592 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #2789.

BlackRock Group first reported a position in FISI in Q2 2016 and has held it in 3 quarters since. 112 funds tracked by Wall St. Rank hold FISI as of Q4 2016.

  • BlackRock Group held 3,592 shares of Financial Institutions worth $123K as of Q4 2016.
  • BlackRock Group bought 1,008 Financial Institutions shares in Q4 2016, an estimated $30K.
  • Financial Institutions made up ﹤0.01% of BlackRock Group's portfolio in Q4 2016, its #2789 holding.
  • BlackRock Group first reported a position in Financial Institutions in Q2 2016 and has held it in 3 quarters since.
  • 112 funds tracked by Wall St. Rank held Financial Institutions as of Q4 2016.

Based on BlackRock Group's 13F filing for Q4 2016, filed 10 Feb 2017.