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Mountain Capital Investment Advisors’s Blackrock BLK Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-125
Closed -$56K – 84
2017
Q3 		$56K Sell
125
-10
-7% -$4.27K 0.05% 108
2017
Q2 		$57K Buy
+135
New +$53.8K 0.06% 118

Other funds holding BLK

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MFG
Mizuho Financial Group Chiyoda-Ku, Tokyo, Japan $1.21B AUM 23.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mountain Capital Investment Advisors's BLK Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Blackrock (BLK) in Q4 2017, closing a stake of 125 shares — an estimated $56K sold.

Mountain Capital Investment Advisors first reported a position in BLK in Q2 2017 and held it in 2 quarters. The position peaked at $57K in Q2 2017. 1,183 funds tracked by Wall St. Rank hold BLK as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Blackrock position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 125 Blackrock shares in Q4 2017, an estimated $56K.
  • Mountain Capital Investment Advisors first reported a position in Blackrock in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Blackrock position peaked at $57K in Q2 2017.
  • 1,183 funds tracked by Wall St. Rank held Blackrock as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.