Beach Investment Management’s Blackstone BX Stock Holding History

Beach Investment Management’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
2018 Q2	–	Sell	-22,410	Closed	-$716K	–	43
2018 Q1	$716K	Hold	22,410	–	–	1.16%	35
2017 Q4	$718K	Hold	22,410	–	–	1.1%	34
2017 Q3	$748K	Sell	22,410 -3,270	-13%	-$108K	1.3%	29
2017 Q2	$856K	Hold	25,680	–	–	1.29%	30
2017 Q1	$763K	Buy	+25,680	New	+$772K	1.2%	33
2014 Q3	–	Sell	-19,565	Closed	-$642K	–	49
2014 Q2	$642K	Buy	+19,565	New	+$604K	0.88%	41

Other funds holding BX

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Beach Investment Management's BX Position: Q2 2018 in Review

Beach Investment Management sold out of Blackstone (BX) in Q2 2018, closing a stake of 22,410 shares — an estimated $716K sold.

Beach Investment Management first reported a position in BX in Q2 2014 and held it in 6 quarters. The position peaked at $856K in Q2 2017. 669 funds tracked by Wall St. Rank hold BX as of Q2 2018.

Beach Investment Management reported no remaining Blackstone position as of Q2 2018 after selling out during the quarter.
Beach Investment Management sold 22,410 Blackstone shares in Q2 2018, an estimated $716K.
Beach Investment Management first reported a position in Blackstone in Q2 2014 and held it in 6 quarters.
Beach Investment Management's Blackstone position peaked at $856K in Q2 2017.
669 funds tracked by Wall St. Rank held Blackstone as of Q2 2018.

Based on Beach Investment Management's 13F filing for Q2 2018, filed 30 Jul 2018.