CFA
BGX

Carroll Financial Associates’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Carroll Financial Associates’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
2019
Q4 		– Sell
-23,295
Closed -$367K – 1532
2019
Q3 		$367K Buy
+23,295
New +$373K 0.03% 261

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VEA
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Invesco
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UBS Group
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Stifel Financial
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Bank of America
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JP Morgan Chase
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MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Carroll Financial Associates's BGX Position: Q4 2019 in Review

Carroll Financial Associates sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q4 2019, closing a stake of 23,295 shares — an estimated $367K sold.

Carroll Financial Associates first reported a position in BGX in Q3 2019 and held it in 1 quarter. The position peaked at $367K in Q3 2019. 38 funds tracked by Wall St. Rank hold BGX as of Q4 2019.

  • Carroll Financial Associates reported no remaining Blackstone Long-Short Credit Income Fund position as of Q4 2019 after selling out during the quarter.
  • Carroll Financial Associates sold 23,295 Blackstone Long-Short Credit Income Fund shares in Q4 2019, an estimated $367K.
  • Carroll Financial Associates first reported a position in Blackstone Long-Short Credit Income Fund in Q3 2019 and held it in 1 quarter.
  • Carroll Financial Associates's Blackstone Long-Short Credit Income Fund position peaked at $367K in Q3 2019.
  • 38 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q4 2019.

Based on Carroll Financial Associates's 13F filing for Q4 2019, filed 8 Jan 2020.