Clear Perspective Advisors’s Blackstone BX Stock Holding History

Clear Perspective Advisors’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 Q3	–	Sell	-200	Closed	-$6K	–	178
2018 Q2	$6K	Hold	200	–	–	﹤0.01%	405
2018 Q1	$6K	Buy	+200	New	+$6.82K	﹤0.01%	390

Other funds holding BX

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Clear Perspective Advisors's BX Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Blackstone (BX) in Q3 2018, closing a stake of 200 shares — an estimated $6K sold.

Clear Perspective Advisors first reported a position in BX in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q2 2018. 701 funds tracked by Wall St. Rank hold BX as of Q3 2018.

Clear Perspective Advisors reported no remaining Blackstone position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 200 Blackstone shares in Q3 2018, an estimated $6K.
Clear Perspective Advisors first reported a position in Blackstone in Q1 2018 and held it in 2 quarters.
Clear Perspective Advisors's Blackstone position peaked at $6K in Q2 2018.
701 funds tracked by Wall St. Rank held Blackstone as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.