AG
BGX

Advisor Group’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Advisor Group’s Portfolio BGX Stock Details BGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$186K Sell
11,900
-450
-4% -$6.93K ﹤0.01% 2447
2019
Q3 		$195K Sell
12,350
-2,000
-14% -$32K ﹤0.01% 2345
2019
Q2 		$225K Sell
14,350
-852
-6% -$13.2K ﹤0.01% 2217
2019
Q1 		$232K Buy
15,202
+474
+3% +$7.15K ﹤0.01% 2155
2018
Q4 		$202K Buy
14,728
+5,319
+57% +$81.1K ﹤0.01% 2079
2018
Q3 		$150K Sell
9,409
-2,479
-21% -$41.1K ﹤0.01% 2412
2018
Q2 		$196K Sell
11,888
-3,333
-22% -$55.4K ﹤0.01% 1996
2018
Q1 		$247K Sell
15,221
-8,776
-37% -$141K ﹤0.01% 1816
2017
Q4 		$382K Buy
23,997
+6,441
+37% +$103K 0.01% 1504
2017
Q3 		$282K Sell
17,556
-363
-2% -$5.83K ﹤0.01% 1583
2017
Q2 		$289K Sell
17,919
-116
-0.6% -$1.9K 0.01% 1508
2017
Q1 		$290K Buy
18,035
+1,725
+11% +$27.9K 0.01% 1406
2016
Q4 		$259K Buy
16,310
+7,110
+77% +$110K 0.01% 1382
2016
Q3 		$143K Buy
9,200
+1,400
+18% +$21.1K ﹤0.01% 1760
2016
Q2 		$112K Buy
+7,800
New +$111K ﹤0.01% 1842

Other funds holding BGX

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Advisor Group's BGX Position: Q4 2019 in Review

Advisor Group reduced its Blackstone Long-Short Credit Income Fund (BGX) stake by 3.6% in Q4 2019, selling an estimated $6.93K and leaving 11,900 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #2447.

Advisor Group first reported a position in BGX in Q2 2016 and has held it in 15 quarters since. The position peaked at $382K in Q4 2017. 38 funds tracked by Wall St. Rank hold BGX as of Q4 2019.

  • Advisor Group held 11,900 shares of Blackstone Long-Short Credit Income Fund worth $186K as of Q4 2019.
  • Advisor Group sold 450 Blackstone Long-Short Credit Income Fund shares in Q4 2019, an estimated $6.93K.
  • Blackstone Long-Short Credit Income Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2447 holding.
  • Advisor Group first reported a position in Blackstone Long-Short Credit Income Fund in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Blackstone Long-Short Credit Income Fund position peaked at $382K in Q4 2017.
  • 38 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.