AIM
BGB

Allen Investment Management’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Allen Investment Management’s Portfolio BGB Stock Details BGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-19,812
Closed -$332K – 229
2014
Q3 		$332K Buy
+19,812
New +$341K 0.03% 153

Other funds holding BGB

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

Allen Investment Management's BGB Position: Q4 2014 in Review

Allen Investment Management sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q4 2014, closing a stake of 19,812 shares — an estimated $332K sold.

Allen Investment Management first reported a position in BGB in Q3 2014 and held it in 1 quarter. The position peaked at $332K in Q3 2014. 49 funds tracked by Wall St. Rank hold BGB as of Q4 2014.

  • Allen Investment Management reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q4 2014 after selling out during the quarter.
  • Allen Investment Management sold 19,812 Blackstone Strategic Credit 2027 Term Fund shares in Q4 2014, an estimated $332K.
  • Allen Investment Management first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q3 2014 and held it in 1 quarter.
  • Allen Investment Management's Blackstone Strategic Credit 2027 Term Fund position peaked at $332K in Q3 2014.
  • 49 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q4 2014.

Based on Allen Investment Management's 13F filing for Q4 2014, filed 17 Feb 2015.