WealthTrust-Arizona’s Blackrock BLK Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$39K	Buy	99 +22	+29%	+$9.01K	0.02%	180
2018 Q3	$36K	Buy	77 +2	+3%	+$972	0.02%	202
2018 Q2	$37K	Hold	75	–	–	0.02%	191
2018 Q1	$41K	Hold	75	–	–	0.02%	182
2017 Q4	$39K	Hold	75	–	–	0.02%	191
2017 Q3	$34K	Hold	75	–	–	0.02%	206
2017 Q2	$32K	Hold	75	–	–	0.02%	202
2017 Q1	$29K	Hold	75	–	–	0.02%	207
2016 Q4	$29K	Hold	75	–	–	0.02%	204
2016 Q3	$27K	Sell	75 -38	-34%	-$13.8K	0.02%	207
2016 Q2	$39K	Sell	113 -52	-32%	-$18.3K	0.02%	171
2016 Q1	$56K	Sell	165 -78	-32%	-$24.7K	0.04%	141
2015 Q4	$83K	Buy	243 +57	+31%	+$19.4K	0.05%	102
2015 Q3	$55K	Sell	186 -30	-14%	-$9.68K	0.03%	141
2015 Q2	$75K	Hold	216	–	–	0.05%	121
2015 Q1	$79K	Sell	216 -37	-15%	-$13.4K	0.05%	113
2014 Q4	$90K	Sell	253 -175	-41%	-$59.8K	0.08%	106
2014 Q3	$141K	Sell	428 -13	-3%	-$4.18K	0.16%	75
2014 Q2	$141K	Buy	441 +122	+38%	+$37.4K	0.15%	80
2014 Q1	$100K	Hold	319	–	–	0.11%	99
2013 Q4	$101K	Sell	319 -3	-0.9%	-$896	0.12%	92
2013 Q3	$87K	Hold	322	–	–	0.11%	101
2013 Q2	$83K	Buy	+322	New	+$86.3K	0.11%	98

Other funds holding BLK

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MFG

Mizuho Financial Group Chiyoda-Ku, Tokyo, Japan $11.8M AUM

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthTrust-Arizona's BLK Position: Q4 2018 in Review

WealthTrust-Arizona increased its Blackrock (BLK) stake by 29% in Q4 2018, buying an estimated $9.01K and bringing the position to 99 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #180.

WealthTrust-Arizona first reported a position in BLK in Q2 2013 and has held it in 23 quarters since. The position peaked at $141K in Q3 2014. 1,246 funds tracked by Wall St. Rank hold BLK as of Q4 2018.

WealthTrust-Arizona held 99 shares of Blackrock worth $39K as of Q4 2018.
WealthTrust-Arizona bought 22 Blackrock shares in Q4 2018, an estimated $9.01K.
Blackrock made up 0.02% of WealthTrust-Arizona's portfolio in Q4 2018, its #180 holding.
WealthTrust-Arizona first reported a position in Blackrock in Q2 2013 and has held it in 23 quarters since.
WealthTrust-Arizona's Blackrock position peaked at $141K in Q3 2014.
1,246 funds tracked by Wall St. Rank held Blackrock as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.