Atherton Lane Advisers’s Blackstone BX Stock Holding History

Atherton Lane Advisers’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	$637K	Buy	21,798 +15,075	+224%	+$481K	0.04%	132
2015 Q3	$209K	Hold	6,723	–	–	0.01%	215
2015 Q2	$270K	Sell	6,723 -1,733	-20%	-$71.2K	0.01%	196
2015 Q1	$323K	Sell	8,456 -2,114	-20%	-$76.4K	0.02%	202
2014 Q4	$351K	Buy	+10,570	New	+$331K	0.02%	208
2014 Q2	–	Sell	-9,067	Closed	-$296K	–	265
2014 Q1	$296K	Buy	+9,067	New	+$289K	0.02%	125

Other funds holding BX

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

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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 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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Atherton Lane Advisers's BX Position: Q4 2015 in Review

Atherton Lane Advisers increased its Blackstone (BX) stake by 224% in Q4 2015, buying an estimated $481K and bringing the position to 21,798 shares worth $637K. The position accounts for 0.04% of the portfolio, ranked #132.

Atherton Lane Advisers first reported a position in BX in Q1 2014 and has held it in 6 quarters since. 524 funds tracked by Wall St. Rank hold BX as of Q4 2015.

Atherton Lane Advisers held 21,798 shares of Blackstone worth $637K as of Q4 2015.
Atherton Lane Advisers bought 15,075 Blackstone shares in Q4 2015, an estimated $481K.
Blackstone made up 0.04% of Atherton Lane Advisers's portfolio in Q4 2015, its #132 holding.
Atherton Lane Advisers first reported a position in Blackstone in Q1 2014 and has held it in 6 quarters since.
524 funds tracked by Wall St. Rank held Blackstone as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.