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AmeriServ Wealth Advisors’s Blackstone BX Stock Holding History

AmeriServ Wealth Advisors’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-6,980
Closed -$217K – 32
2015
Q3 		$217K Buy
6,980
+866
+14% +$31.3K 0.41% 55
2015
Q2 		$245K Buy
+6,114
New +$251K 0.28% 70

Other funds holding BX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AmeriServ Wealth Advisors's BX Position: Q4 2015 in Review

AmeriServ Wealth Advisors sold out of Blackstone (BX) in Q4 2015, closing a stake of 6,980 shares — an estimated $217K sold.

AmeriServ Wealth Advisors first reported a position in BX in Q2 2015 and held it in 2 quarters. The position peaked at $245K in Q2 2015. 524 funds tracked by Wall St. Rank hold BX as of Q4 2015.

  • AmeriServ Wealth Advisors reported no remaining Blackstone position as of Q4 2015 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 6,980 Blackstone shares in Q4 2015, an estimated $217K.
  • AmeriServ Wealth Advisors first reported a position in Blackstone in Q2 2015 and held it in 2 quarters.
  • AmeriServ Wealth Advisors's Blackstone position peaked at $245K in Q2 2015.
  • 524 funds tracked by Wall St. Rank held Blackstone as of Q4 2015.

Based on AmeriServ Wealth Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.