BIT
SM icon

BlackRock Institutional Trust’s SM Energy SM Stock Holding History

BlackRock Institutional Trust’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$117M Buy
3,383,059
+356,947
+12% +$12.9M 0.02% 832
2016
Q3 		$117M Buy
3,026,112
+578,998
+24% +$18.6M 0.02% 790
2016
Q2 		$66.1M Buy
2,447,114
+472,335
+24% +$13.2M 0.01% 1068
2016
Q1 		$37M Sell
1,974,779
-123,480
-6% -$1.7M 0.01% 1417
2015
Q4 		$41.3M Sell
2,098,259
-62,152
-3% -$1.89M 0.01% 1377
2015
Q3 		$69.2M Buy
2,160,411
+9,708
+0.5% +$352K 0.01% 1043
2015
Q2 		$99.2M Buy
2,150,703
+41,466
+2% +$2.19M 0.02% 895
2015
Q1 		$109M Buy
2,109,237
+152,384
+8% +$6.61M 0.02% 874
2014
Q4 		$75.5M Sell
1,956,853
-34,368
-2% -$1.72M 0.01% 1043
2014
Q3 		$155M Buy
1,991,221
+21,763
+1% +$1.78M 0.03% 620
2014
Q2 		$166M Sell
1,969,458
-61,907
-3% -$4.75M 0.03% 621
2014
Q1 		$145M Buy
2,031,365
+19,341
+1% +$1.51M 0.03% 679
2013
Q4 		$167M Buy
2,012,024
+226,178
+13% +$19.3M 0.03% 579
2013
Q3 		$138M Buy
1,785,846
+16,514
+0.9% +$1.14M 0.03% 622
2013
Q2 		$106M Buy
+1,769,332
New +$108M 0.02% 723

Other funds holding SM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.3B AUM 13.96% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return