West Oak Capital’s Blackrock BLK Stock Holding History

West Oak Capital’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	–	Sell	-15	Closed	-$7.07K	–	338
2018 Q3	$7.07K	Hold	15	–	–	﹤0.01%	276
2018 Q2	$7.49K	Hold	15	–	–	﹤0.01%	271
2018 Q1	$8.13K	Buy	+15	New	+$8.23K	﹤0.01%	279
2016 Q4	–	Sell	-9	Closed	-$3.26K	–	346
2016 Q3	$3.26K	Buy	+9	New	+$3.27K	﹤0.01%	339

Other funds holding BLK

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFG

Mizuho Financial Group Chiyoda-Ku, Tokyo, Japan $1.21B AUM 23.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

West Oak Capital's BLK Position: Q4 2018 in Review

West Oak Capital sold out of Blackrock (BLK) in Q4 2018, closing a stake of 15 shares — an estimated $7.07K sold.

West Oak Capital first reported a position in BLK in Q3 2016 and held it in 4 quarters. The position peaked at $8.13K in Q1 2018. 1,244 funds tracked by Wall St. Rank hold BLK as of Q4 2018.

West Oak Capital reported no remaining Blackrock position as of Q4 2018 after selling out during the quarter.
West Oak Capital sold 15 Blackrock shares in Q4 2018, an estimated $7.07K.
West Oak Capital first reported a position in Blackrock in Q3 2016 and held it in 4 quarters.
West Oak Capital's Blackrock position peaked at $8.13K in Q1 2018.
1,244 funds tracked by Wall St. Rank held Blackrock as of Q4 2018.

Based on West Oak Capital's 13F filing for Q4 2018, filed 8 Jan 2019.