Cavalier Investments’s Blackstone BX Stock Holding History

Cavalier Investments’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
2018 Q1	–	Sell	-12,586	Closed	-$403K	–	170
2017 Q4	$403K	Buy	12,586 +5,331	+73%	+$174K	0.16%	107
2017 Q3	$242K	Hold	7,255	–	–	0.12%	129
2017 Q2	$242K	Buy	+7,255	New	+$228K	0.13%	126

Other funds holding BX

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

Cavalier Investments's BX Position: Q1 2018 in Review

Cavalier Investments sold out of Blackstone (BX) in Q1 2018, closing a stake of 12,586 shares — an estimated $403K sold.

Cavalier Investments first reported a position in BX in Q2 2017 and held it in 3 quarters. The position peaked at $403K in Q4 2017. 672 funds tracked by Wall St. Rank hold BX as of Q1 2018.

Cavalier Investments reported no remaining Blackstone position as of Q1 2018 after selling out during the quarter.
Cavalier Investments sold 12,586 Blackstone shares in Q1 2018, an estimated $403K.
Cavalier Investments first reported a position in Blackstone in Q2 2017 and held it in 3 quarters.
Cavalier Investments's Blackstone position peaked at $403K in Q4 2017.
672 funds tracked by Wall St. Rank held Blackstone as of Q1 2018.

Based on Cavalier Investments's 13F filing for Q1 2018, filed 10 May 2018.