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Joel Isaacson & Co’s Black Hills Corp BKH Stock Holding History

Joel Isaacson & Co’s Portfolio BKH Stock Details BKH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-16
Closed -$1K – 217
2016
Q4 		$1K Hold
16
– – ﹤0.01% 623
2016
Q3 		$1K Hold
16
– – ﹤0.01% 692
2016
Q2 		$1K Hold
16
– – ﹤0.01% 695
2016
Q1 		$1K Hold
16
– – ﹤0.01% 748
2015
Q4 		$1K Buy
+16
New +$703 ﹤0.01% 714

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State Street
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Joel Isaacson & Co's BKH Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Black Hills Corp (BKH) in Q1 2017, closing a stake of 16 shares — an estimated $1K sold.

Joel Isaacson & Co first reported a position in BKH in Q4 2015 and held it in 5 quarters. The position peaked at $1K in Q4 2016. 243 funds tracked by Wall St. Rank hold BKH as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Black Hills Corp position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 16 Black Hills Corp shares in Q1 2017, an estimated $1K.
  • Joel Isaacson & Co first reported a position in Black Hills Corp in Q4 2015 and held it in 5 quarters.
  • Joel Isaacson & Co's Black Hills Corp position peaked at $1K in Q4 2016.
  • 243 funds tracked by Wall St. Rank held Black Hills Corp as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.