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BlackRock Institutional Trust’s Financial Institutions FISI Stock Holding History

BlackRock Institutional Trust’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 		$20M Buy
584,403
+101,395
+21% +$3.02M ﹤0.01% 1968
2016
Q3 		$13.1M Buy
483,008
+2,431
+0.5% +$65K ﹤0.01% 2171
2016
Q2 		$12.5M Buy
480,577
+8,904
+2% +$245K ﹤0.01% 2148
2016
Q1 		$13.7M Sell
471,673
-1,386
-0.3% -$37.8K ﹤0.01% 2060
2015
Q4 		$13.2M Sell
473,059
-51,502
-10% -$1.37M ﹤0.01% 2141
2015
Q3 		$13M Buy
524,561
+50,687
+11% +$1.24M ﹤0.01% 2115
2015
Q2 		$11.8M Sell
473,874
-3,009
-0.6% -$71.5K ﹤0.01% 2300
2015
Q1 		$10.9M Buy
476,883
+27,671
+6% +$640K ﹤0.01% 2343
2014
Q4 		$11.3M Sell
449,212
-2,077
-0.5% -$50.6K ﹤0.01% 2294
2014
Q3 		$10.1M Buy
451,289
+7,950
+2% +$183K ﹤0.01% 2329
2014
Q2 		$10.4M Buy
443,339
+3,225
+0.7% +$75.4K ﹤0.01% 2414
2014
Q1 		$10.1M Buy
440,114
+215
+0% +$4.78K ﹤0.01% 2418
2013
Q4 		$10.9M Sell
439,899
-7,893
-2% -$184K ﹤0.01% 2371
2013
Q3 		$9.16M Sell
447,792
-3,222
-0.7% -$65.6K ﹤0.01% 2414
2013
Q2 		$8.3M Buy
+451,014
New +$8.75M ﹤0.01% 2433

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
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
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return

BlackRock Institutional Trust's FISI Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Financial Institutions (FISI) stake by 21% in Q4 2016, buying an estimated $3.02M and bringing the position to 584,403 shares worth $20M. The position accounts for ﹤0.01% of the portfolio, ranked #1968.

BlackRock Institutional Trust first reported a position in FISI in Q2 2013 and has held it in 15 quarters since. 112 funds tracked by Wall St. Rank hold FISI as of Q4 2016.

  • BlackRock Institutional Trust held 584,403 shares of Financial Institutions worth $20M as of Q4 2016.
  • BlackRock Institutional Trust bought 101,395 Financial Institutions shares in Q4 2016, an estimated $3.02M.
  • Financial Institutions made up ﹤0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1968 holding.
  • BlackRock Institutional Trust first reported a position in Financial Institutions in Q2 2013 and has held it in 15 quarters since.
  • 112 funds tracked by Wall St. Rank held Financial Institutions as of Q4 2016.

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