BIT
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BlackRock Institutional Trust’s Spire SR Stock Holding History

BlackRock Institutional Trust’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$82.8M Buy
1,281,959
+153,880
+14% +$9.68M 0.01% 1043
2016
Q3 		$71.9M Buy
1,128,079
+25,780
+2% +$1.72M 0.01% 1071
2016
Q2 		$78.1M Buy
1,102,299
+27,283
+3% +$1.79M 0.01% 982
2016
Q1 		$72.8M Buy
1,075,016
+852
+0.1% +$54.3K 0.01% 1007
2015
Q4 		$63.8M Buy
1,074,164
+5,095
+0.5% +$294K 0.01% 1108
2015
Q3 		$58.3M Sell
1,069,069
-5,276
-0.5% -$281K 0.01% 1148
2015
Q2 		$55.9M Sell
1,074,345
-23,209
-2% -$1.21M 0.01% 1229
2015
Q1 		$56.2M Buy
1,097,554
+91,444
+9% +$4.8M 0.01% 1250
2014
Q4 		$53.5M Buy
1,006,110
+11,525
+1% +$580K 0.01% 1252
2014
Q3 		$46.1M Buy
994,585
+134,588
+16% +$6.46M 0.01% 1301
2014
Q2 		$41.8M Sell
859,997
-9,928
-1% -$464K 0.01% 1442
2014
Q1 		$41M Sell
869,925
-13,214
-1% -$600K 0.01% 1436
2013
Q4 		$40.2M Buy
883,139
+52,036
+6% +$2.4M 0.01% 1429
2013
Q3 		$37.4M Sell
831,103
-1,853
-0.2% -$83.7K 0.01% 1399
2013
Q2 		$38M Buy
+832,956
New +$37.9M 0.01% 1327

Other funds holding SR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock Institutional Trust increased its Spire (SR) stake by 14% in Q4 2016, buying an estimated $9.68M and bringing the position to 1,281,959 shares worth $82.8M. The position accounts for 0.01% of the portfolio, ranked #1043.

BlackRock Institutional Trust first reported a position in SR in Q2 2013 and has held it in 15 quarters since. 252 funds tracked by Wall St. Rank hold SR as of Q4 2016.

  • BlackRock Institutional Trust held 1,281,959 shares of Spire worth $82.8M as of Q4 2016.
  • BlackRock Institutional Trust bought 153,880 Spire shares in Q4 2016, an estimated $9.68M.
  • Spire made up 0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1043 holding.
  • BlackRock Institutional Trust first reported a position in Spire in Q2 2013 and has held it in 15 quarters since.
  • 252 funds tracked by Wall St. Rank held Spire as of Q4 2016.

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