BlackRock Institutional Trust’s Silicon Motion SIMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$540K	Buy	12,718 +4,031	+46%	+$184K	﹤0.01%	3440
2016 Q3	$450K	Buy	+8,687	New	+$453K	﹤0.01%	3506
2015 Q4	–	Sell	-5,225	Closed	-$143K	–	3974
2015 Q3	$143K	Buy	+5,225	New	+$140K	﹤0.01%	3691
2014 Q1	–	Sell	-8,018	Closed	-$113K	–	4016
2013 Q4	$113K	Sell	8,018 -63,656	-89%	-$868K	﹤0.01%	3783
2013 Q3	$936K	Buy	71,674 +32,282	+82%	+$364K	﹤0.01%	3377
2013 Q2	$417K	Buy	+39,392	New	+$434K	﹤0.01%	3520

Other funds holding SIMO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

GCP

Garelick Capital Partners Boston, Massachusetts $359M AUM 31.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

OAM

Origin Asset Management London, United Kingdom $43.5M AUM 31.63% 1-Year Est. Return

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

BlackRock Institutional Trust increased its Silicon Motion (SIMO) stake by 46% in Q4 2016, buying an estimated $184K and bringing the position to 12,718 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #3440.

BlackRock Institutional Trust first reported a position in SIMO in Q2 2013 and has held it in 6 quarters since. The position peaked at $936K in Q3 2013. 192 funds tracked by Wall St. Rank hold SIMO as of Q4 2016.

BlackRock Institutional Trust held 12,718 shares of Silicon Motion worth $540K as of Q4 2016.
BlackRock Institutional Trust bought 4,031 Silicon Motion shares in Q4 2016, an estimated $184K.
Silicon Motion made up ﹤0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #3440 holding.
BlackRock Institutional Trust first reported a position in Silicon Motion in Q2 2013 and has held it in 6 quarters since.
BlackRock Institutional Trust's Silicon Motion position peaked at $936K in Q3 2013.
192 funds tracked by Wall St. Rank held Silicon Motion as of Q4 2016.

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