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Asset Planning Services (Pennsylvania)’s Blackstone BX Stock Holding History

Asset Planning Services (Pennsylvania)’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
2017
Q1 		– Sell
-329
Closed -$9K – 285
2016
Q4 		$9K Hold
329
– – 0.01% 202
2016
Q3 		$8K Buy
329
+189
+135% +$4.99K 0.01% 201
2016
Q2 		$3K Buy
+140
New +$3.72K ﹤0.01% 252

Other funds holding BX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s BX Position: Q1 2017 in Review

Asset Planning Services (Pennsylvania) sold out of Blackstone (BX) in Q1 2017, closing a stake of 329 shares — an estimated $9K sold.

Asset Planning Services (Pennsylvania) first reported a position in BX in Q2 2016 and held it in 3 quarters. The position peaked at $9K in Q4 2016. 560 funds tracked by Wall St. Rank hold BX as of Q1 2017.

  • Asset Planning Services (Pennsylvania) reported no remaining Blackstone position as of Q1 2017 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 329 Blackstone shares in Q1 2017, an estimated $9K.
  • Asset Planning Services (Pennsylvania) first reported a position in Blackstone in Q2 2016 and held it in 3 quarters.
  • Asset Planning Services (Pennsylvania)'s Blackstone position peaked at $9K in Q4 2016.
  • 560 funds tracked by Wall St. Rank held Blackstone as of Q1 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q1 2017, filed 18 Apr 2017.