BRWM
BGB

B. Riley Wealth Management’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

B. Riley Wealth Management’s Portfolio BGB Stock Details BGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-13,800
Closed -$169K – 394
2020
Q3 		$169K Buy
+13,800
New +$163K 0.02% 374
2020
Q2 		– Sell
-13,800
Closed -$144K – 437
2020
Q1 		$144K Buy
+13,800
New +$185K 0.02% 461

Other funds holding BGB

CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

B. Riley Wealth Management's BGB Position: Q4 2020 in Review

B. Riley Wealth Management sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q4 2020, closing a stake of 13,800 shares — an estimated $169K sold.

B. Riley Wealth Management first reported a position in BGB in Q1 2020 and held it in 2 quarters. The position peaked at $169K in Q3 2020. 79 funds tracked by Wall St. Rank hold BGB as of Q4 2020.

  • B. Riley Wealth Management reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q4 2020 after selling out during the quarter.
  • B. Riley Wealth Management sold 13,800 Blackstone Strategic Credit 2027 Term Fund shares in Q4 2020, an estimated $169K.
  • B. Riley Wealth Management first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q1 2020 and held it in 2 quarters.
  • B. Riley Wealth Management's Blackstone Strategic Credit 2027 Term Fund position peaked at $169K in Q3 2020.
  • 79 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q4 2020.

Based on B. Riley Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.