BPA
BGB

Beacon Pointe Advisors’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Beacon Pointe Advisors’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
2021
Q4 		– Sell
-10,000
Closed -$139K – 931
2021
Q3 		$139K Buy
+10,000
New +$139K ﹤0.01% 875

Other funds holding BGB

CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Beacon Pointe Advisors's BGB Position: Q4 2021 in Review

Beacon Pointe Advisors sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q4 2021, closing a stake of 10,000 shares — an estimated $139K sold.

Beacon Pointe Advisors first reported a position in BGB in Q3 2021 and held it in 1 quarter. The position peaked at $139K in Q3 2021. 86 funds tracked by Wall St. Rank hold BGB as of Q4 2021.

  • Beacon Pointe Advisors reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q4 2021 after selling out during the quarter.
  • Beacon Pointe Advisors sold 10,000 Blackstone Strategic Credit 2027 Term Fund shares in Q4 2021, an estimated $139K.
  • Beacon Pointe Advisors first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q3 2021 and held it in 1 quarter.
  • Beacon Pointe Advisors's Blackstone Strategic Credit 2027 Term Fund position peaked at $139K in Q3 2021.
  • 86 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q4 2021.

Based on Beacon Pointe Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.