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Avantax Planning Partners’s Blackstone Mortgage Trust BXMT Stock Holding History

Avantax Planning Partners’s Portfolio BXMT Stock Details BXMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-504
Closed -$17K – 414
2018
Q3 		$17K Buy
+504
New +$16.8K ﹤0.01% 738
2018
Q2 		– Sell
-982
Closed -$31K – 415
2018
Q1 		$31K Buy
+982
New +$30.8K ﹤0.01% 634
2017
Q4 		– Sell
-18,797
Closed -$583K – 319
2017
Q3 		$583K Sell
18,797
-1,587
-8% -$49.3K 0.05% 183
2017
Q2 		$644K Sell
20,384
-9,567
-32% -$298K 0.05% 159
2017
Q1 		$927K Buy
+29,951
New +$923K 0.08% 113

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GAM
GVO Asset Management Zug, Switzerland $1.07M AUM 24.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avantax Planning Partners's BXMT Position: Q4 2018 in Review

Avantax Planning Partners sold out of Blackstone Mortgage Trust (BXMT) in Q4 2018, closing a stake of 504 shares — an estimated $17K sold.

Avantax Planning Partners first reported a position in BXMT in Q1 2017 and held it in 5 quarters. The position peaked at $927K in Q1 2017. 320 funds tracked by Wall St. Rank hold BXMT as of Q4 2018.

  • Avantax Planning Partners reported no remaining Blackstone Mortgage Trust position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 504 Blackstone Mortgage Trust shares in Q4 2018, an estimated $17K.
  • Avantax Planning Partners first reported a position in Blackstone Mortgage Trust in Q1 2017 and held it in 5 quarters.
  • Avantax Planning Partners's Blackstone Mortgage Trust position peaked at $927K in Q1 2017.
  • 320 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.