Michael J. Puzo’s Blackrock BLK Stock Holding History

Michael J. Puzo’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
2015 Q3	–	Sell	-20	Closed	-$7K	–	117
2015 Q2	$7K	Sell	20 -89	-82%	-$32.4K	﹤0.01%	113
2015 Q1	$40K	Buy	+109	New	+$39.5K	0.03%	113

Other funds holding BLK

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Michael J. Puzo's BLK Position: Q3 2015 in Review

Michael J. Puzo sold out of Blackrock (BLK) in Q3 2015, closing a stake of 20 shares — an estimated $7K sold.

Michael J. Puzo first reported a position in BLK in Q1 2015 and held it in 2 quarters. The position peaked at $40K in Q1 2015. 854 funds tracked by Wall St. Rank hold BLK as of Q3 2015.

Michael J. Puzo reported no remaining Blackrock position as of Q3 2015 after selling out during the quarter.
Michael J. Puzo sold 20 Blackrock shares in Q3 2015, an estimated $7K.
Michael J. Puzo first reported a position in Blackrock in Q1 2015 and held it in 2 quarters.
Michael J. Puzo's Blackrock position peaked at $40K in Q1 2015.
854 funds tracked by Wall St. Rank held Blackrock as of Q3 2015.

Based on Michael J. Puzo's 13F filing for Q3 2015, filed 13 Nov 2015.