BIT
SUNW

BlackRock Institutional Trust’s Sunworks, Inc. SUNW Stock Holding History

BlackRock Institutional Trust’s Portfolio SUNW Stock Details SUNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$111K Hold
7,899
– – ﹤0.01% 3648
2016
Q3 		$142K Buy
7,899
+962
+14% +$18.5K ﹤0.01% 3659
2016
Q2 		$113K Hold
6,937
– – ﹤0.01% 3688
2016
Q1 		$135K Hold
6,937
– – ﹤0.01% 3680
2015
Q4 		$180K Buy
6,937
+3,122
+82% +$66K ﹤0.01% 3663
2015
Q3 		$74K Buy
3,815
+3,421
+868% +$78.6K ﹤0.01% 3772
2015
Q2 		$10K Buy
+394
New +$11.7K ﹤0.01% 3880

Other funds holding SUNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

BlackRock Institutional Trust held its Sunworks, Inc. (SUNW) position steady in Q4 2016 at 7,899 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #3648.

BlackRock Institutional Trust first reported a position in SUNW in Q2 2015 and has held it in 7 quarters since. The position peaked at $180K in Q4 2015. 22 funds tracked by Wall St. Rank hold SUNW as of Q4 2016.

  • BlackRock Institutional Trust held 7,899 shares of Sunworks, Inc. worth $111K as of Q4 2016.
  • BlackRock Institutional Trust left its Sunworks, Inc. share count unchanged in Q4 2016.
  • Sunworks, Inc. made up ﹤0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #3648 holding.
  • BlackRock Institutional Trust first reported a position in Sunworks, Inc. in Q2 2015 and has held it in 7 quarters since.
  • BlackRock Institutional Trust's Sunworks, Inc. position peaked at $180K in Q4 2015.
  • 22 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q4 2016.

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