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BlackRock Ecosolutions Invt

Q2 2014 vs Q3 2014

Comparing institutional holders between quarters

Quarters

Q3 2014Q2 2014Q1 2014Q4 2013Q3 2013
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
1607 Capital Partners, LLC
INCREASED
Shares738,072 from 702,816
Change+35,256 (+5%)
Value$5.6K (-$160)
Filed 2014-11-14
Royal Bank of Canada
INCREASED
Shares307,260 from 300,175
Change+7,085 (+2%)
Value$2.4K (-$129)
Filed 2014-11-14
Cornerstone Advisors Inc
DECREASED
Shares220,205 from 236,421
Change-16,216 (-7%)
Value$1.7K (-$280)
Filed 2014-11-10
Morgan Stanley
INCREASED
Shares210,097 from 180,973
Change+29,124 (+16%)
Value$1.6K (+$112)
Filed 2014-12-16
Doliver Advisors, LP
INCREASED
Shares77,931 from 60,859
Change+17,072 (+28%)
Value$596 (+$93)
Filed 2014-11-14
Advisors Asset Management, Inc.
INCREASED
Shares70,707 from 42,533
Change+28,174 (+66%)
Value$539 (+$186)
Filed 2014-11-13
National Planning Corp
DECREASED
Shares62,850 from 79,350
Change-16,500 (-21%)
Value$475 (-$180)
Filed 2014-10-24
TFS Capital LLC
INCREASED
Shares59,255 from 32,316
Change+26,939 (+83%)
Value$453 (+$186)
Filed 2014-11-06
KCG Holdings, Inc.
NEW
Shares42,486
Change+42,486
Value$324
Filed 2014-12-29
UBS AG
DECREASED
Shares37,488 from 38,868
Change-1,380 (-4%)
Value$287 (-$34)
Filed 2014-11-12
Bank of America Corp
DECREASED
Shares34,415 from 35,529
Change-1,114 (-3%)
Value$263 (-$30)
Filed 2014-11-14
Geode Capital Management, LLC
NEW
Shares21,600
Change+21,600
Value$164
Filed 2014-11-14
Wolverine Asset Management LLC
NEW
Shares20,734
Change+20,734
Value$158
Filed 2014-11-13
Wells Fargo & Company
INCREASED
Shares20,302 from 14,502
Change+5,800 (+40%)
Value$156 (+$36)
Filed 2014-11-06
Investors Capital Advisory Services
DECREASED
Shares19,945 from 20,220
Change-275 (-1%)
Value$152 (-$15)
Filed 2014-11-14
MetLife Securities, Inc
DECREASED
Shares19,396 from 35,123
Change-15,727 (-45%)
Value$148 (-$142)
Filed 2014-11-05
American International Group, Inc.
INCREASED
Shares6,700 from 3,400
Change+3,300 (+97%)
Value$51.2K (+$23.2K)
Filed 2014-11-12
Citigroup Inc
INCREASED
Shares3,234 from 2,723
Change+511 (+19%)
Value$25 (+$2)
Filed 2014-11-14
Cordasco Financial Network
DECREASED
Shares3,168 from 3,629
Change-461 (-13%)
Value$24 (-$6)
Filed 2014-11-05
New England Securities Corp
INCREASED
Shares1,200 from 600
Change+600 (+100%)
Value$9 (+$4)
Filed 2014-11-05
Alexandria Capital, LLC
INCREASED
Shares276 from 274
Change+2 (+1%)
Value$2 ($0)
Filed 2014-10-23
Ground Swell Capital, LLC
NEW
Shares200
Change+200
Value$2
Filed 2015-02-05
Shaker Financial Services, LLC
CLOSED
Shares0 from 44,325
Change-44,325 (-100%)
Value$0 (-$366)
Filed 2014-11-10
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 3,637
Change-3,637 (-100%)
Value$0 (-$30)
Filed 2014-10-23
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 479
Change-479 (-100%)
Value$0 (-$4)
Filed 2014-11-14
Status
1607 Capital Partners, LLC
INCREASED738,072702,816+35,256+5%$5.8K$5.6K-$1602014-11-14
Royal Bank of Canada
INCREASED307,260300,175+7,085+2%$2.5K$2.4K-$1292014-11-14
Cornerstone Advisors Inc
DECREASED220,205236,421-16,216-7%$2.0K$1.7K-$2802014-11-10
Morgan Stanley
INCREASED210,097180,973+29,124+16%$1.5K$1.6K+$1122014-12-16
Doliver Advisors, LP
INCREASED77,93160,859+17,072+28%$503$596+$932014-11-14
Advisors Asset Management, Inc.
INCREASED70,70742,533+28,174+66%$353$539+$1862014-11-13
National Planning Corp
DECREASED62,85079,350-16,500-21%$655$475-$1802014-10-24
TFS Capital LLC
INCREASED59,25532,316+26,939+83%$267$453+$1862014-11-06
KCG Holdings, Inc.
NEW42,486—+42,486——$324—2014-12-29
UBS AG
DECREASED37,48838,868-1,380-4%$321$287-$342014-11-12
Bank of America Corp
DECREASED34,41535,529-1,114-3%$293$263-$302014-11-14
Geode Capital Management, LLC
NEW21,600—+21,600——$164—2014-11-14
Wolverine Asset Management LLC
NEW20,734—+20,734——$158—2014-11-13
Wells Fargo & Company
INCREASED20,30214,502+5,800+40%$120$156+$362014-11-06
Investors Capital Advisory Services
DECREASED19,94520,220-275-1%$167$152-$152014-11-14
MetLife Securities, Inc
DECREASED19,39635,123-15,727-45%$290$148-$1422014-11-05
American International Group, Inc.
INCREASED6,7003,400+3,300+97%$28.1K$51.2K+$23.2K2014-11-12
Citigroup Inc
INCREASED3,2342,723+511+19%$23$25+$22014-11-14
Cordasco Financial Network
DECREASED3,1683,629-461-13%$30$24-$62014-11-05
New England Securities Corp
INCREASED1,200600+600+100%$5$9+$42014-11-05
Alexandria Capital, LLC
INCREASED276274+2+1%$2$2$02014-10-23
Ground Swell Capital, LLC
NEW200—+200——$2—2015-02-05
Shaker Financial Services, LLC
CLOSED044,325-44,325-100%$366$0-$3662014-11-10
Plante Moran Financial Advisors, LLC
CLOSED03,637-3,637-100%$30$0-$302014-10-23
Northwestern Mutual Wealth Management Co
CLOSED0479-479-100%$4$0-$42014-11-14
Showing 25 of 25 institutions