WCA
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Westover Capital Advisors’s Blackrock BLK Stock Holding History

Westover Capital 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
2018
Q4 		– Sell
-1,363
Closed -$642K – 115
2018
Q3 		$642K Sell
1,363
-1,593
-54% -$774K 0.33% 72
2018
Q2 		$1.48M Buy
2,956
+1,907
+182% +$1.01M 0.79% 46
2018
Q1 		$568K Buy
+1,049
New +$576K 0.31% 72
2014
Q4 		– Sell
-6,410
Closed -$2.1M – 86
2014
Q3 		$2.1M Sell
6,410
-749
-10% -$241K 1.72% 23
2014
Q2 		$2.29M Buy
7,159
+44
+0.6% +$13.5K 1.93% 19
2014
Q1 		$2.24M Buy
7,115
+464
+7% +$142K 2.09% 16
2013
Q4 		$2.1M Sell
6,651
-213
-3% -$63.6K 2.01% 19
2013
Q3 		$1.86M Sell
6,864
-809
-11% -$220K 1.92% 24
2013
Q2 		$1.97M Buy
+7,673
New +$2.06M 1.93% 23

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
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
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return