Kanaly Trust’s Block Inc XYZ Stock Holding History

Kanaly Trust’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$10K	Hold	699	–	–	﹤0.01%	560
2016 Q3	$8K	Buy	+699	New	+$7.64K	﹤0.01%	580

Other funds holding XYZ

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

KDA

KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Kanaly Trust's XYZ Position: Q4 2016 in Review

Kanaly Trust held its Block Inc (XYZ) position steady in Q4 2016 at 699 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Kanaly Trust first reported a position in XYZ in Q3 2016 and has held it in 2 quarters since. 234 funds tracked by Wall St. Rank hold XYZ as of Q4 2016.

Kanaly Trust held 699 shares of Block Inc worth $10K as of Q4 2016.
Kanaly Trust left its Block Inc share count unchanged in Q4 2016.
Block Inc made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #560 holding.
Kanaly Trust first reported a position in Block Inc in Q3 2016 and has held it in 2 quarters since.
234 funds tracked by Wall St. Rank held Block Inc as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.