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Bellwether Investment Group’s Blackstone BX Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-750
Closed -$20K – 787
2016
Q4 		$20K Buy
+750
New +$19.5K 0.02% 451
2016
Q2 		$40K Buy
+1,647
New +$43.8K 0.04% 268

Other funds holding BX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bellwether Investment Group's BX Position: Q1 2017 in Review

Bellwether Investment Group sold out of Blackstone (BX) in Q1 2017, closing a stake of 750 shares — an estimated $20K sold.

Bellwether Investment Group first reported a position in BX in Q2 2016 and held it in 2 quarters. The position peaked at $40K in Q2 2016. 560 funds tracked by Wall St. Rank hold BX as of Q1 2017.

  • Bellwether Investment Group reported no remaining Blackstone position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 750 Blackstone shares in Q1 2017, an estimated $20K.
  • Bellwether Investment Group first reported a position in Blackstone in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Blackstone position peaked at $40K in Q2 2016.
  • 560 funds tracked by Wall St. Rank held Blackstone as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.