LBA Wealth Management’s Blackrock BLK Stock Holding History

LBA Wealth Management’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	–	Sell	-38	Closed	-$14K	–	447
2016 Q3	$14K	Buy	+38	New	+$13.8K	0.01%	290

Other funds holding BLK

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LBA Wealth Management's BLK Position: Q4 2016 in Review

LBA Wealth Management sold out of Blackrock (BLK) in Q4 2016, closing a stake of 38 shares — an estimated $14K sold.

LBA Wealth Management first reported a position in BLK in Q3 2016 and held it in 1 quarter. The position peaked at $14K in Q3 2016. 964 funds tracked by Wall St. Rank hold BLK as of Q4 2016.

LBA Wealth Management reported no remaining Blackrock position as of Q4 2016 after selling out during the quarter.
LBA Wealth Management sold 38 Blackrock shares in Q4 2016, an estimated $14K.
LBA Wealth Management first reported a position in Blackrock in Q3 2016 and held it in 1 quarter.
LBA Wealth Management's Blackrock position peaked at $14K in Q3 2016.
964 funds tracked by Wall St. Rank held Blackrock as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.