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BHK Investment Advisors’s Blackstone BX Stock Holding History

BHK Investment Advisors’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
2019
Q4 		– Sell
-4,800
Closed -$234K – 67
2019
Q3 		$234K Hold
4,800
– – 0.14% 73
2019
Q2 		$213K Buy
+4,800
New +$191K 0.12% 80
2018
Q4 		– Sell
-7,150
Closed -$272K – 71
2018
Q3 		$272K Buy
+7,150
New +$258K 0.18% 61
2018
Q2 		– Sell
-6,450
Closed -$206K – 79
2018
Q1 		$206K Buy
+6,450
New +$220K 0.15% 65

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BHK Investment Advisors's BX Position: Q4 2019 in Review

BHK Investment Advisors sold out of Blackstone (BX) in Q4 2019, closing a stake of 4,800 shares — an estimated $234K sold.

BHK Investment Advisors first reported a position in BX in Q1 2018 and held it in 4 quarters. The position peaked at $272K in Q3 2018. 1,001 funds tracked by Wall St. Rank hold BX as of Q4 2019.

  • BHK Investment Advisors reported no remaining Blackstone position as of Q4 2019 after selling out during the quarter.
  • BHK Investment Advisors sold 4,800 Blackstone shares in Q4 2019, an estimated $234K.
  • BHK Investment Advisors first reported a position in Blackstone in Q1 2018 and held it in 4 quarters.
  • BHK Investment Advisors's Blackstone position peaked at $272K in Q3 2018.
  • 1,001 funds tracked by Wall St. Rank held Blackstone as of Q4 2019.

Based on BHK Investment Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.