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BlackRock Institutional Trust’s Union Bankshares UNB Stock Holding History

BlackRock Institutional Trust’s Portfolio UNB Stock Details UNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$1.18M Buy
25,907
+1,804
+7% +$70.2K ﹤0.01% 3244
2016
Q3 		$821K Sell
24,103
-189
-0.8% -$6.54K ﹤0.01% 3364
2016
Q2 		$883K Buy
+24,292
New +$756K ﹤0.01% 3353

Other funds holding UNB

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
IWMPD
Integrated Wealth Management (Palm Desert) Palm Desert, California $299M AUM 12.85% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

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

BlackRock Institutional Trust increased its Union Bankshares (UNB) stake by 7.5% in Q4 2016, buying an estimated $70.2K and bringing the position to 25,907 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #3244.

BlackRock Institutional Trust first reported a position in UNB in Q2 2016 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold UNB as of Q4 2016.

  • BlackRock Institutional Trust held 25,907 shares of Union Bankshares worth $1.18M as of Q4 2016.
  • BlackRock Institutional Trust bought 1,804 Union Bankshares shares in Q4 2016, an estimated $70.2K.
  • Union Bankshares made up ﹤0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #3244 holding.
  • BlackRock Institutional Trust first reported a position in Union Bankshares in Q2 2016 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held Union Bankshares as of Q4 2016.

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