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BlackRock Institutional Trust’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

BlackRock Institutional Trust’s Portfolio XLG Stock Details XLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,430
Closed -$16K – 4045
2013
Q2 		$16K Buy
+1,430
New +$16.4K ﹤0.01% 3888

Other funds holding XLG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SNC
Stifel Nicolaus & Co St Louis, Missouri $6.04B AUM
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BlackRock Institutional Trust's XLG Position: Q3 2013 in Review

BlackRock Institutional Trust sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2013, closing a stake of 1,430 shares — an estimated $16K sold.

BlackRock Institutional Trust first reported a position in XLG in Q2 2013 and held it in 1 quarter. The position peaked at $16K in Q2 2013. 48 funds tracked by Wall St. Rank hold XLG as of Q3 2013.

  • BlackRock Institutional Trust reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2013 after selling out during the quarter.
  • BlackRock Institutional Trust sold 1,430 Invesco S&P 500 Top 50 ETF shares in Q3 2013, an estimated $16K.
  • BlackRock Institutional Trust first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2013 and held it in 1 quarter.
  • BlackRock Institutional Trust's Invesco S&P 500 Top 50 ETF position peaked at $16K in Q2 2013.
  • 48 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2013.

Based on BlackRock Institutional Trust's 13F filing for Q3 2013, filed 12 Nov 2013.