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BlackRock Institutional Trust’s WisdomTree US LargeCap Fund EPS Stock Holding History

BlackRock Institutional Trust’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,662
Closed -$36K – 3963
2014
Q1 		$36K Buy
+1,662
New +$35.4K ﹤0.01% 3846
2013
Q4 		– Sell
-282
Closed -$6K – 3981
2013
Q3 		$6K Buy
+282
New +$5.5K ﹤0.01% 3917

Other funds holding EPS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

BlackRock Institutional Trust's EPS Position: Q2 2014 in Review

BlackRock Institutional Trust sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2014, closing a stake of 1,662 shares — an estimated $36K sold.

BlackRock Institutional Trust first reported a position in EPS in Q3 2013 and held it in 2 quarters. The position peaked at $36K in Q1 2014. 25 funds tracked by Wall St. Rank hold EPS as of Q2 2014.

  • BlackRock Institutional Trust reported no remaining WisdomTree US LargeCap Fund position as of Q2 2014 after selling out during the quarter.
  • BlackRock Institutional Trust sold 1,662 WisdomTree US LargeCap Fund shares in Q2 2014, an estimated $36K.
  • BlackRock Institutional Trust first reported a position in WisdomTree US LargeCap Fund in Q3 2013 and held it in 2 quarters.
  • BlackRock Institutional Trust's WisdomTree US LargeCap Fund position peaked at $36K in Q1 2014.
  • 25 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2014.

Based on BlackRock Institutional Trust's 13F filing for Q2 2014, filed 6 Aug 2014.