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Banyan Partners’s Blackstone BX Stock Holding History

Banyan Partners’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
2014
Q3 		$267K Sell
8,636
-764
-8% -$24.9K 0.02% 358
2014
Q2 		$308K Sell
9,400
-3,210
-25% -$99K 0.03% 347
2014
Q1 		$411K Buy
+12,610
New +$402K 0.04% 321

Other funds holding BX

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Fidelity Investments
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Banyan Partners's BX Position: Q3 2014 in Review

Banyan Partners reduced its Blackstone (BX) stake by 8.1% in Q3 2014, selling an estimated $24.9K and leaving 8,636 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #358.

Banyan Partners first reported a position in BX in Q1 2014 and has held it in 3 quarters since. The position peaked at $411K in Q1 2014. 426 funds tracked by Wall St. Rank hold BX as of Q3 2014.

  • Banyan Partners held 8,636 shares of Blackstone worth $267K as of Q3 2014.
  • Banyan Partners sold 764 Blackstone shares in Q3 2014, an estimated $24.9K.
  • Blackstone made up 0.02% of Banyan Partners's portfolio in Q3 2014, its #358 holding.
  • Banyan Partners first reported a position in Blackstone in Q1 2014 and has held it in 3 quarters since.
  • Banyan Partners's Blackstone position peaked at $411K in Q1 2014.
  • 426 funds tracked by Wall St. Rank held Blackstone as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.