BlackRock Institutional Trust’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

BlackRock Institutional Trust’s Portfolio ELD Stock Details ELD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-10,898	Closed	-$518K	–	3867
2014 Q2	$518K	Sell	10,898 -18,499	-63%	-$864K	﹤0.01%	3563
2014 Q1	$1.35M	Buy	+29,397	New	+$1.32M	﹤0.01%	3314
2013 Q4	–	Sell	-2,127	Closed	-$100K	–	3980
2013 Q3	$100K	Sell	2,127 -36,513	-94%	-$1.72M	﹤0.01%	3755
2013 Q2	$1.86M	Buy	+38,640	New	+$2M	﹤0.01%	3116

Other funds holding ELD

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FAAM

First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return

BlackRock Institutional Trust's ELD Position: Q3 2014 in Review

BlackRock Institutional Trust sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q3 2014, closing a stake of 10,898 shares — an estimated $518K sold.

BlackRock Institutional Trust first reported a position in ELD in Q2 2013 and held it in 4 quarters. The position peaked at $1.86M in Q2 2013. 109 funds tracked by Wall St. Rank hold ELD as of Q3 2014.

BlackRock Institutional Trust reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q3 2014 after selling out during the quarter.
BlackRock Institutional Trust sold 10,898 WisdomTree Emerging Markets Local Debt Fund shares in Q3 2014, an estimated $518K.
BlackRock Institutional Trust first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 4 quarters.
BlackRock Institutional Trust's WisdomTree Emerging Markets Local Debt Fund position peaked at $1.86M in Q2 2013.
109 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2014.

Based on BlackRock Institutional Trust's 13F filing for Q3 2014, filed 29 Oct 2014.