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Integrated Wealth Counsel’s Blackrock BLK Stock Holding History

Integrated Wealth Counsel’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$26K Hold
68
– – 0.06% 97
2016
Q3 		$25K Buy
+68
New +$24.7K 0.05% 87

Other funds holding BLK

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MFG
Mizuho Financial Group Chiyoda-Ku, Tokyo, Japan $1.21B AUM 23.35% 1-Year Est. Return

Integrated Wealth Counsel's BLK Position: Q4 2016 in Review

Integrated Wealth Counsel held its Blackrock (BLK) position steady in Q4 2016 at 68 shares worth $26K. The position accounts for 0.06% of the portfolio, ranked #97.

Integrated Wealth Counsel first reported a position in BLK in Q3 2016 and has held it in 2 quarters since. 964 funds tracked by Wall St. Rank hold BLK as of Q4 2016.

  • Integrated Wealth Counsel held 68 shares of Blackrock worth $26K as of Q4 2016.
  • Integrated Wealth Counsel left its Blackrock share count unchanged in Q4 2016.
  • Blackrock made up 0.06% of Integrated Wealth Counsel's portfolio in Q4 2016, its #97 holding.
  • Integrated Wealth Counsel first reported a position in Blackrock in Q3 2016 and has held it in 2 quarters since.
  • 964 funds tracked by Wall St. Rank held Blackrock as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.