BIT
LSBG

BlackRock Institutional Trust’s Lake Sunapee Bank Group LSBG Stock Holding History

BlackRock Institutional Trust’s Portfolio LSBG Stock Details LSBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$1.3M Buy
55,051
+935
+2% +$19.2K ﹤0.01% 3211
2016
Q3 		$978K Sell
54,116
-456
-0.8% -$8.18K ﹤0.01% 3306
2016
Q2 		$934K Buy
+54,572
New +$849K ﹤0.01% 3326

Other funds holding LSBG

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return

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

BlackRock Institutional Trust increased its Lake Sunapee Bank Group (LSBG) stake by 1.7% in Q4 2016, buying an estimated $19.2K and bringing the position to 55,051 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3211.

BlackRock Institutional Trust first reported a position in LSBG in Q2 2016 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold LSBG as of Q4 2016.

  • BlackRock Institutional Trust held 55,051 shares of Lake Sunapee Bank Group worth $1.3M as of Q4 2016.
  • BlackRock Institutional Trust bought 935 Lake Sunapee Bank Group shares in Q4 2016, an estimated $19.2K.
  • Lake Sunapee Bank Group made up ﹤0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #3211 holding.
  • BlackRock Institutional Trust first reported a position in Lake Sunapee Bank Group in Q2 2016 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held Lake Sunapee Bank Group as of Q4 2016.

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