Anchor Investment Management’s Blackstone Senior Floating Rate 2027 Term Fund BSL Stock Holding History

Anchor Investment Management’s Portfolio BSL Stock Details BSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,000	Closed	-$13.3K	–	984
2022 Q2	$13.3K	Hold	1,000	–	–	﹤0.01%	696
2022 Q1	$15.3K	Hold	1,000	–	–	﹤0.01%	699
2021 Q4	$17.2K	Hold	1,000	–	–	﹤0.01%	716
2021 Q3	$16.4K	Buy	+1,000	New	+$16.3K	﹤0.01%	660

Other funds holding BSL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Anchor Investment Management's BSL Position: Q3 2022 in Review

Anchor Investment Management sold out of Blackstone Senior Floating Rate 2027 Term Fund (BSL) in Q3 2022, closing a stake of 1,000 shares — an estimated $13.3K sold.

Anchor Investment Management first reported a position in BSL in Q3 2021 and held it in 4 quarters. The position peaked at $17.2K in Q4 2021. 47 funds tracked by Wall St. Rank hold BSL as of Q3 2022.

Anchor Investment Management reported no remaining Blackstone Senior Floating Rate 2027 Term Fund position as of Q3 2022 after selling out during the quarter.
Anchor Investment Management sold 1,000 Blackstone Senior Floating Rate 2027 Term Fund shares in Q3 2022, an estimated $13.3K.
Anchor Investment Management first reported a position in Blackstone Senior Floating Rate 2027 Term Fund in Q3 2021 and held it in 4 quarters.
Anchor Investment Management's Blackstone Senior Floating Rate 2027 Term Fund position peaked at $17.2K in Q4 2021.
47 funds tracked by Wall St. Rank held Blackstone Senior Floating Rate 2027 Term Fund as of Q3 2022.

Based on Anchor Investment Management's 13F filing for Q3 2022, filed 2 Jan 2024.