Bridgewater Wealth & Financial Management’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Bridgewater Wealth & Financial Management’s Portfolio BGX Stock Details BGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-27,591	Closed	-$372K	–	116
2015 Q4	$372K	Sell	27,591 -50,723	-65%	-$702K	0.14%	60
2015 Q3	$1.12M	Sell	78,314 -19,449	-20%	-$292K	0.46%	39
2015 Q2	$1.51M	Sell	97,763 -3,240	-3%	-$52.1K	0.64%	34
2015 Q1	$1.63M	Sell	101,003 -15,688	-13%	-$248K	0.7%	34
2014 Q4	$1.81M	Buy	+116,691	New	+$1.89M	0.74%	37

Other funds holding BGX

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bridgewater Wealth & Financial Management's BGX Position: Q1 2016 in Review

Bridgewater Wealth & Financial Management sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q1 2016, closing a stake of 27,591 shares — an estimated $372K sold.

Bridgewater Wealth & Financial Management first reported a position in BGX in Q4 2014 and held it in 5 quarters. The position peaked at $1.81M in Q4 2014. 32 funds tracked by Wall St. Rank hold BGX as of Q1 2016.

Bridgewater Wealth & Financial Management reported no remaining Blackstone Long-Short Credit Income Fund position as of Q1 2016 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 27,591 Blackstone Long-Short Credit Income Fund shares in Q1 2016, an estimated $372K.
Bridgewater Wealth & Financial Management first reported a position in Blackstone Long-Short Credit Income Fund in Q4 2014 and held it in 5 quarters.
Bridgewater Wealth & Financial Management's Blackstone Long-Short Credit Income Fund position peaked at $1.81M in Q4 2014.
32 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q1 2016.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q1 2016, filed 9 May 2016.