BIT
PIV

BlackRock Institutional Trust’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

BlackRock Institutional Trust’s Portfolio PIV Stock Details PIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-800
Closed -$15K – 4152
2013
Q3 		$15K Buy
+800
New +$15K ﹤0.01% 3896

Other funds holding PIV

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $476M AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock Institutional Trust's PIV Position: Q4 2013 in Review

BlackRock Institutional Trust sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q4 2013, closing a stake of 800 shares — an estimated $15K sold.

BlackRock Institutional Trust first reported a position in PIV in Q3 2013 and held it in 1 quarter. The position peaked at $15K in Q3 2013. 30 funds tracked by Wall St. Rank hold PIV as of Q4 2013.

  • BlackRock Institutional Trust reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q4 2013 after selling out during the quarter.
  • BlackRock Institutional Trust sold 800 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q4 2013, an estimated $15K.
  • BlackRock Institutional Trust first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q3 2013 and held it in 1 quarter.
  • BlackRock Institutional Trust's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $15K in Q3 2013.
  • 30 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q4 2013.

Based on BlackRock Institutional Trust's 13F filing for Q4 2013, filed 12 Feb 2014.