CIBC Private Wealth Group
BGB

CIBC Private Wealth Group’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

CIBC Private Wealth Group’s Portfolio BGB Stock Details BGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-15,000
Closed -$240K – 1926
2017
Q3 		$240K Buy
+15,000
New +$240K ﹤0.01% 873

Other funds holding BGB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIBC Private Wealth Group's BGB Position: Q4 2017 in Review

CIBC Private Wealth Group sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q4 2017, closing a stake of 15,000 shares — an estimated $240K sold.

CIBC Private Wealth Group first reported a position in BGB in Q3 2017 and held it in 1 quarter. The position peaked at $240K in Q3 2017. 63 funds tracked by Wall St. Rank hold BGB as of Q4 2017.

  • CIBC Private Wealth Group reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q4 2017 after selling out during the quarter.
  • CIBC Private Wealth Group sold 15,000 Blackstone Strategic Credit 2027 Term Fund shares in Q4 2017, an estimated $240K.
  • CIBC Private Wealth Group first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q3 2017 and held it in 1 quarter.
  • CIBC Private Wealth Group's Blackstone Strategic Credit 2027 Term Fund position peaked at $240K in Q3 2017.
  • 63 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q4 2017.

Based on CIBC Private Wealth Group's 13F filing for Q4 2017, filed 12 Feb 2018.