CIBC Bank USA’s Blackstone BX Stock Holding History

CIBC Bank USA’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 Q4	$315K	Buy	+5,630	New	+$292K	0.04%	223
2014 Q4	–	Sell	-18,495	Closed	-$572K	–	297
2014 Q3	$572K	Hold	18,495	–	–	0.11%	154
2014 Q2	$607K	Hold	18,495	–	–	0.11%	145
2014 Q1	$603K	Sell	18,495 -11,820	-39%	-$377K	0.12%	151
2013 Q4	$937K	Hold	30,315	–	–	0.21%	105
2013 Q3	$741K	Sell	30,315 -53,090	-64%	-$1.18M	0.18%	124
2013 Q2	$1.72M	Buy	+83,405	New	+$1.74M	0.1%	136

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

CIBC Bank USA's BX Position: Q4 2019 in Review

CIBC Bank USA opened a new position in Blackstone (BX) in Q4 2019: 5,630 shares worth $315K. The stake represents 0.04% of the portfolio and ranks #223 among its holdings. This is a return to the name: CIBC Bank USA previously reported a position in BX as recently as Q3 2014.

CIBC Bank USA first reported a position in BX in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.72M in Q2 2013. 1,001 funds tracked by Wall St. Rank hold BX as of Q4 2019.

CIBC Bank USA held 5,630 shares of Blackstone worth $315K as of Q4 2019.
Blackstone was a new CIBC Bank USA position in Q4 2019.
Blackstone made up 0.04% of CIBC Bank USA's portfolio in Q4 2019, its #223 holding.
CIBC Bank USA first reported a position in Blackstone in Q2 2013 and has held it in 7 quarters since.
CIBC Bank USA's Blackstone position peaked at $1.72M in Q2 2013.
1,001 funds tracked by Wall St. Rank held Blackstone as of Q4 2019.

Based on CIBC Bank USA's 13F filing for Q4 2019, filed 29 Jan 2020.