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BTR Capital Management’s Blackstone BX Stock Holding History

BTR Capital Management’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
Q2 		– Sell
-8,050
Closed -$282K – 169
2019
Q1 		$282K Sell
8,050
-42,440
-84% -$1.42M 0.05% 137
2018
Q4 		$1.5M Sell
50,490
-750
-1% -$24.8K 0.32% 65
2018
Q3 		$1.95M Sell
51,240
-12,455
-20% -$450K 0.34% 57
2018
Q2 		$2.05M Sell
63,695
-12,200
-16% -$388K 0.39% 52
2018
Q1 		$2.42M Buy
75,895
+20
+0% +$682 0.49% 46
2017
Q4 		$2.43M Buy
75,875
+150
+0.2% +$4.88K 0.48% 45
2017
Q3 		$2.53M Sell
75,725
-3,495
-4% -$115K 0.52% 45
2017
Q2 		$2.64M Sell
79,220
-3,875
-5% -$122K 0.54% 45
2017
Q1 		$2.47M Buy
83,095
+33,255
+67% +$1M 0.52% 46
2016
Q4 		$1.27M Hold
49,840
– – 0.29% 64
2016
Q3 		$1.27M Buy
49,840
+3,080
+7% +$81.3K 0.29% 64
2016
Q2 		$1.15M Sell
46,760
-2,710
-5% -$72.1K 0.26% 70
2016
Q1 		$1.39M Sell
49,470
-7,445
-13% -$197K 0.32% 67
2015
Q4 		$1.66M Sell
56,915
-1,234
-2% -$39.3K 0.38% 62
2015
Q3 		$1.81M Sell
58,149
-2,273
-4% -$82.2K 0.43% 59
2015
Q2 		$2.42M Sell
60,422
-1,808
-3% -$74.3K 0.57% 54
2015
Q1 		$2.38M Sell
62,230
-13,528
-18% -$489K 0.58% 54
2014
Q4 		$2.52M Buy
75,758
+5,595
+8% +$175K 0.69% 51
2014
Q3 		$2.17M Sell
70,163
-255
-0.4% -$8.3K 0.6% 54
2014
Q2 		$2.31M Sell
70,418
-1,019
-1% -$31.4K 0.63% 50
2014
Q1 		$2.33M Sell
71,437
-4,096
-5% -$131K 0.68% 48
2013
Q4 		$2.33M Sell
75,533
-3,669
-5% -$100K 0.67% 49
2013
Q3 		$1.94M Sell
79,202
-2,547
-3% -$56.7K 0.61% 50
2013
Q2 		$1.69M Buy
+81,749
New +$1.7M 0.53% 53

Other funds holding BX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BTR Capital Management's BX Position: Q2 2019 in Review

BTR Capital Management sold out of Blackstone (BX) in Q2 2019, closing a stake of 8,050 shares — an estimated $282K sold.

BTR Capital Management first reported a position in BX in Q2 2013 and held it in 24 quarters. The position peaked at $2.64M in Q2 2017. 638 funds tracked by Wall St. Rank hold BX as of Q2 2019.

  • BTR Capital Management reported no remaining Blackstone position as of Q2 2019 after selling out during the quarter.
  • BTR Capital Management sold 8,050 Blackstone shares in Q2 2019, an estimated $282K.
  • BTR Capital Management first reported a position in Blackstone in Q2 2013 and held it in 24 quarters.
  • BTR Capital Management's Blackstone position peaked at $2.64M in Q2 2017.
  • 638 funds tracked by Wall St. Rank held Blackstone as of Q2 2019.

Based on BTR Capital Management's 13F filing for Q2 2019, filed 18 Jul 2019.