Capital Guardian Trust’s Blackstone BX Stock Holding History

Capital Guardian Trust’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	-3,085	Closed	-$108K	–	242
2019 Q1	$108K	Buy	+3,085	New	+$103K	﹤0.01%	239
2017 Q4	–	Sell	-500	Closed	-$17K	–	223
2017 Q3	$17K	Buy	+500	New	+$16.5K	﹤0.01%	231
2017 Q2	–	Sell	-3,315	Closed	-$98K	–	253
2017 Q1	$98K	Sell	3,315 -750	-18%	-$22.6K	﹤0.01%	388
2016 Q4	$110K	Hold	4,065	–	–	﹤0.01%	393
2016 Q3	$104K	Buy	4,065 +750	+23%	+$19.8K	﹤0.01%	381
2016 Q2	$81K	Hold	3,315	–	–	﹤0.01%	402
2016 Q1	$93K	Buy	3,315 +230	+7%	+$6.08K	﹤0.01%	383
2015 Q4	$90K	Sell	3,085 -59	-2%	-$1.88K	﹤0.01%	408
2015 Q3	$98K	Hold	3,144	–	–	﹤0.01%	382
2015 Q2	$126K	Hold	3,144	–	–	﹤0.01%	364
2015 Q1	$120K	Hold	3,144	–	–	﹤0.01%	372
2014 Q4	$104K	Hold	3,144	–	–	﹤0.01%	356
2014 Q3	$97K	Hold	3,144	–	–	﹤0.01%	354
2014 Q2	$103K	Hold	3,144	–	–	﹤0.01%	340
2014 Q1	$103K	Hold	3,144	–	–	﹤0.01%	339
2013 Q4	$97K	Hold	3,144	–	–	﹤0.01%	338
2013 Q3	$77K	Buy	+3,144	New	+$70K	﹤0.01%	322

Other funds holding BX

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Guardian Trust's BX Position: Q2 2019 in Review

Capital Guardian Trust sold out of Blackstone (BX) in Q2 2019, closing a stake of 3,085 shares — an estimated $108K sold.

Capital Guardian Trust first reported a position in BX in Q3 2013 and held it in 17 quarters. The position peaked at $126K in Q2 2015. 638 funds tracked by Wall St. Rank hold BX as of Q2 2019.

Capital Guardian Trust reported no remaining Blackstone position as of Q2 2019 after selling out during the quarter.
Capital Guardian Trust sold 3,085 Blackstone shares in Q2 2019, an estimated $108K.
Capital Guardian Trust first reported a position in Blackstone in Q3 2013 and held it in 17 quarters.
Capital Guardian Trust's Blackstone position peaked at $126K in Q2 2015.
638 funds tracked by Wall St. Rank held Blackstone as of Q2 2019.

Based on Capital Guardian Trust's 13F filing for Q2 2019, filed 14 Aug 2019.