Lowe Wealth Advisors’s Blackrock BLK Stock Holding History

Lowe Wealth Advisors’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	-10	Closed	-$4K	–	230
2016 Q3	$4K	Hold	10	–	–	﹤0.01%	163
2016 Q2	$3K	Hold	10	–	–	﹤0.01%	174
2016 Q1	$3K	Hold	10	–	–	﹤0.01%	167
2015 Q4	$3K	Hold	10	–	–	﹤0.01%	178
2015 Q3	$3K	Hold	10	–	–	﹤0.01%	175
2015 Q2	$3K	Hold	10	–	–	﹤0.01%	176
2015 Q1	$4K	Hold	10	–	–	﹤0.01%	163
2014 Q4	$4K	Buy	+10	New	+$3.42K	﹤0.01%	150

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

Lowe Wealth Advisors's BLK Position: Q4 2016 in Review

Lowe Wealth Advisors sold out of Blackrock (BLK) in Q4 2016, closing a stake of 10 shares — an estimated $4K sold.

Lowe Wealth Advisors first reported a position in BLK in Q4 2014 and held it in 8 quarters. The position peaked at $4K in Q3 2016. 964 funds tracked by Wall St. Rank hold BLK as of Q4 2016.

Lowe Wealth Advisors reported no remaining Blackrock position as of Q4 2016 after selling out during the quarter.
Lowe Wealth Advisors sold 10 Blackrock shares in Q4 2016, an estimated $4K.
Lowe Wealth Advisors first reported a position in Blackrock in Q4 2014 and held it in 8 quarters.
Lowe Wealth Advisors's Blackrock position peaked at $4K in Q3 2016.
964 funds tracked by Wall St. Rank held Blackrock as of Q4 2016.

Based on Lowe Wealth Advisors's 13F filing for Q4 2016, filed 20 Jan 2017.