BPCM
BGB

Beach Point Capital Management’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Beach Point Capital 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
2019
Q2 		– Sell
-349,687
Closed -$4.98M – 28
2019
Q1 		$4.98M Sell
349,687
-82,552
-19% -$1.19M 1.23% 23
2018
Q4 		$5.82M Buy
+432,239
New +$6.39M 1.69% 19

Other funds holding BGB

CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Beach Point Capital Management's BGB Position: Q2 2019 in Review

Beach Point Capital Management sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q2 2019, closing a stake of 349,687 shares — an estimated $4.98M sold.

Beach Point Capital Management first reported a position in BGB in Q4 2018 and held it in 2 quarters. The position peaked at $5.82M in Q4 2018. 61 funds tracked by Wall St. Rank hold BGB as of Q2 2019.

  • Beach Point Capital Management reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q2 2019 after selling out during the quarter.
  • Beach Point Capital Management sold 349,687 Blackstone Strategic Credit 2027 Term Fund shares in Q2 2019, an estimated $4.98M.
  • Beach Point Capital Management first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q4 2018 and held it in 2 quarters.
  • Beach Point Capital Management's Blackstone Strategic Credit 2027 Term Fund position peaked at $5.82M in Q4 2018.
  • 61 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2019.

Based on Beach Point Capital Management's 13F filing for Q2 2019, filed 7 Aug 2019.