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Bristol Advisors’s Blackstone BX Stock Holding History

Bristol 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
Q1 		– Sell
-78,900
Closed -$2.35M – 38
2018
Q4 		$2.35M Sell
78,900
-8,200
-9% -$271K 2.82% 9
2018
Q3 		$3.32M Buy
87,100
+76,200
+699% +$2.75M 5.5% 7
2018
Q2 		$351K Buy
+10,900
New +$347K 0.69% 25
2018
Q1 		– Sell
-143,700
Closed -$4.6M – 42
2017
Q4 		$4.6M Sell
143,700
-66,400
-32% -$2.16M 2.88% 4
2017
Q3 		$7.01M Buy
210,100
+125,000
+147% +$4.11M 7.06% 4
2017
Q2 		$2.84M Buy
85,100
+65,400
+332% +$2.05M 1.89% 7
2017
Q1 		$585K Buy
+19,700
New +$593K 0.66% 19

Other funds holding BX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bristol Advisors's BX Position: Q1 2019 in Review

Bristol Advisors sold out of Blackstone (BX) in Q1 2019, closing a stake of 78,900 shares — an estimated $2.35M sold.

Bristol Advisors first reported a position in BX in Q1 2017 and held it in 7 quarters. The position peaked at $7.01M in Q3 2017. 731 funds tracked by Wall St. Rank hold BX as of Q1 2019.

  • Bristol Advisors reported no remaining Blackstone position as of Q1 2019 after selling out during the quarter.
  • Bristol Advisors sold 78,900 Blackstone shares in Q1 2019, an estimated $2.35M.
  • Bristol Advisors first reported a position in Blackstone in Q1 2017 and held it in 7 quarters.
  • Bristol Advisors's Blackstone position peaked at $7.01M in Q3 2017.
  • 731 funds tracked by Wall St. Rank held Blackstone as of Q1 2019.

Based on Bristol Advisors's 13F filing for Q1 2019, filed 29 Apr 2019.