Taylor Wealth Management Partners’s Blackrock BLK Stock Holding History

Taylor Wealth Management Partners’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 Q3	–	Sell	-200	Closed	-$69K	–	160
2016 Q2	$69K	Hold	200	–	–	0.03%	80
2016 Q1	$68K	Buy	+200	New	+$63.4K	0.03%	76
2015 Q3	–	Sell	-125	Closed	-$43K	–	157
2015 Q2	$43K	Buy	+125	New	+$45.6K	0.01%	100

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Taylor Wealth Management Partners's BLK Position: Q3 2016 in Review

Taylor Wealth Management Partners sold out of Blackrock (BLK) in Q3 2016, closing a stake of 200 shares — an estimated $69K sold.

Taylor Wealth Management Partners first reported a position in BLK in Q2 2015 and held it in 3 quarters. The position peaked at $69K in Q2 2016. 897 funds tracked by Wall St. Rank hold BLK as of Q3 2016.

Taylor Wealth Management Partners reported no remaining Blackrock position as of Q3 2016 after selling out during the quarter.
Taylor Wealth Management Partners sold 200 Blackrock shares in Q3 2016, an estimated $69K.
Taylor Wealth Management Partners first reported a position in Blackrock in Q2 2015 and held it in 3 quarters.
Taylor Wealth Management Partners's Blackrock position peaked at $69K in Q2 2016.
897 funds tracked by Wall St. Rank held Blackrock as of Q3 2016.

Based on Taylor Wealth Management Partners's 13F filing for Q3 2016, filed 26 Oct 2016.