AE Wealth Management’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

AE Wealth Management’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	–	Sell	-10,353	Closed	-$163K	–	1132
2019 Q3	$163K	Sell	10,353 -527	-5%	-$8.44K	﹤0.01%	936
2019 Q2	$171K	Buy	+10,880	New	+$169K	0.01%	910
2017 Q4	–	Sell	-27,275	Closed	-$439K	–	420
2017 Q3	$439K	Buy	27,275 +3,920	+17%	+$62.9K	0.04%	251
2017 Q2	$377K	Buy	+23,355	New	+$382K	0.05%	264

Other funds holding BGX

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

AE Wealth Management's BGX Position: Q4 2019 in Review

AE Wealth Management sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q4 2019, closing a stake of 10,353 shares — an estimated $163K sold.

AE Wealth Management first reported a position in BGX in Q2 2017 and held it in 4 quarters. The position peaked at $439K in Q3 2017. 38 funds tracked by Wall St. Rank hold BGX as of Q4 2019.

AE Wealth Management reported no remaining Blackstone Long-Short Credit Income Fund position as of Q4 2019 after selling out during the quarter.
AE Wealth Management sold 10,353 Blackstone Long-Short Credit Income Fund shares in Q4 2019, an estimated $163K.
AE Wealth Management first reported a position in Blackstone Long-Short Credit Income Fund in Q2 2017 and held it in 4 quarters.
AE Wealth Management's Blackstone Long-Short Credit Income Fund position peaked at $439K in Q3 2017.
38 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q4 2019.

Based on AE Wealth Management's 13F filing for Q4 2019, filed 15 Jan 2020.