Carson Wealth (CWM LLC)
BGX

Carson Wealth (CWM LLC)’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		– Sell
-5,000
Closed -$69K – 2949
2018
Q4 		$69K Sell
5,000
-8,700
-64% -$133K ﹤0.01% 801
2018
Q3 		$219K Buy
+13,700
New +$227K 0.01% 502

Other funds holding BGX

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BGX Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q1 2019, closing a stake of 5,000 shares — an estimated $69K sold.

Carson Wealth (CWM LLC) first reported a position in BGX in Q3 2018 and held it in 2 quarters. The position peaked at $219K in Q3 2018. 29 funds tracked by Wall St. Rank hold BGX as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Blackstone Long-Short Credit Income Fund position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 5,000 Blackstone Long-Short Credit Income Fund shares in Q1 2019, an estimated $69K.
  • Carson Wealth (CWM LLC) first reported a position in Blackstone Long-Short Credit Income Fund in Q3 2018 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Blackstone Long-Short Credit Income Fund position peaked at $219K in Q3 2018.
  • 29 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.