BlackRock Institutional Trust’s Sonic Foundry, Inc. Common Stock SOFO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$21K	Hold	4,208	–	–	﹤0.01%	3762
2016 Q3	$24K	Hold	4,208	–	–	﹤0.01%	3796
2016 Q2	$25K	Hold	4,208	–	–	﹤0.01%	3805
2016 Q1	$27K	Hold	4,208	–	–	﹤0.01%	3839
2015 Q4	$22K	Hold	4,208	–	–	﹤0.01%	3878
2015 Q3	$35K	Hold	4,208	–	–	﹤0.01%	3848
2015 Q2	$28K	Hold	4,208	–	–	﹤0.01%	3822
2015 Q1	$40K	Hold	4,208	–	–	﹤0.01%	3769
2014 Q4	$32K	Buy	4,208 +1,574	+60%	+$13.8K	﹤0.01%	3804
2014 Q3	$25K	Buy	2,634 +742	+39%	+$7.76K	﹤0.01%	3761
2014 Q2	$20K	Hold	1,892	–	–	﹤0.01%	3878
2014 Q1	$20K	Sell	1,892 -300	-14%	-$3.04K	﹤0.01%	3878
2013 Q4	$21K	Buy	2,192 +300	+16%	+$2.91K	﹤0.01%	3904
2013 Q3	$17K	Hold	1,892	–	–	﹤0.01%	3889
2013 Q2	$20K	Buy	+1,892	New	+$15.3K	﹤0.01%	3879

Other funds holding SOFO

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock Institutional Trust held its Sonic Foundry, Inc. Common Stock (SOFO) position steady in Q4 2016 at 4,208 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #3762.

BlackRock Institutional Trust first reported a position in SOFO in Q2 2013 and has held it in 15 quarters since. The position peaked at $40K in Q1 2015. 16 funds tracked by Wall St. Rank hold SOFO as of Q4 2016.

BlackRock Institutional Trust held 4,208 shares of Sonic Foundry, Inc. Common Stock worth $21K as of Q4 2016.
BlackRock Institutional Trust left its Sonic Foundry, Inc. Common Stock share count unchanged in Q4 2016.
Sonic Foundry, Inc. Common Stock made up ﹤0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #3762 holding.
BlackRock Institutional Trust first reported a position in Sonic Foundry, Inc. Common Stock in Q2 2013 and has held it in 15 quarters since.
BlackRock Institutional Trust's Sonic Foundry, Inc. Common Stock position peaked at $40K in Q1 2015.
16 funds tracked by Wall St. Rank held Sonic Foundry, Inc. Common Stock as of Q4 2016.

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