Catamount Wealth Management’s Blackstone BX Stock Holding History

Catamount Wealth 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 Q1	$931K	Buy	26,625 +25,500	+2,267%	+$851K	0.53%	25
2018 Q4	$38K	Hold	1,125	–	–	0.03%	78
2018 Q3	$43K	Buy	1,125 +625	+125%	+$22.6K	0.02%	88
2018 Q2	$18K	Hold	500	–	–	0.01%	120
2018 Q1	$16K	Hold	500	–	–	0.01%	120
2017 Q4	$16K	Sell	500 -100	-17%	-$3.26K	0.01%	120
2017 Q3	$20K	Hold	600	–	–	0.01%	116
2017 Q2	$20K	Hold	600	–	–	0.01%	115
2017 Q1	$18K	Hold	600	–	–	0.01%	117
2016 Q4	$16K	Hold	600	–	–	0.01%	107
2016 Q3	$15K	Hold	600	–	–	0.01%	105
2016 Q2	$15K	Sell	600 -401	-40%	-$10.7K	0.02%	83
2016 Q1	$28K	Buy	1,001 +401	+67%	+$10.6K	0.03%	63
2015 Q4	$18K	Sell	600 -11	-2%	-$351	0.02%	77
2015 Q3	$19K	Hold	611	–	–	0.02%	78
2015 Q2	$25K	Hold	611	–	–	0.02%	82
2015 Q1	$23K	Sell	611 -449	-42%	-$16.2K	0.02%	77
2014 Q4	$35K	Buy	+1,060	New	+$33.2K	0.03%	55

Other funds holding BX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Catamount Wealth Management's BX Position: Q1 2019 in Review

Catamount Wealth Management increased its Blackstone (BX) stake by 2,267% in Q1 2019, buying an estimated $851K and bringing the position to 26,625 shares worth $931K. The position accounts for 0.53% of the portfolio, ranked #25.

Catamount Wealth Management first reported a position in BX in Q4 2014 and has held it in 18 quarters since. 731 funds tracked by Wall St. Rank hold BX as of Q1 2019.

Catamount Wealth Management held 26,625 shares of Blackstone worth $931K as of Q1 2019.
Catamount Wealth Management bought 25,500 Blackstone shares in Q1 2019, an estimated $851K.
Blackstone made up 0.53% of Catamount Wealth Management's portfolio in Q1 2019, its #25 holding.
Catamount Wealth Management first reported a position in Blackstone in Q4 2014 and has held it in 18 quarters since.
731 funds tracked by Wall St. Rank held Blackstone as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.