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Concert Wealth Management’s Blackstone BX Stock Holding History

Concert 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
2017
Q3 		– Sell
-20,014
Closed -$667K – 39
2017
Q2 		$667K Sell
20,014
-10,165
-34% -$319K 0.65% 46
2017
Q1 		$815K Buy
30,179
+2,493
+9% +$75K 0.18% 161
2016
Q4 		$749K Sell
27,686
-15,682
-36% -$407K 0.17% 186
2016
Q3 		$1.11M Sell
43,368
-3,693
-8% -$97.4K 0.14% 197
2016
Q2 		$1.16M Buy
47,061
+5,063
+12% +$135K 0.16% 180
2016
Q1 		$1.18M Sell
41,998
-749
-2% -$19.8K 0.16% 171
2015
Q4 		$1.26M Buy
42,747
+9,641
+29% +$307K 0.17% 148
2015
Q3 		$1.03M Sell
33,106
-3,651
-10% -$132K 0.14% 183
2015
Q2 		$1.47M Buy
36,757
+10,858
+42% +$446K 0.19% 136
2015
Q1 		$346K Buy
25,899
+7,137
+38% +$258K 0.1% 264
2014
Q4 		$623K Buy
18,762
+988
+6% +$30.9K 0.1% 273
2014
Q3 		$549K Buy
17,774
+2,212
+14% +$72K 0.07% 242
2014
Q2 		$500K Sell
15,562
-1,582
-9% -$48.8K 0.06% 274
2014
Q1 		$559K Buy
17,144
+4,230
+33% +$135K 0.07% 250
2013
Q4 		$400K Buy
12,914
+995
+8% +$27.1K 0.05% 314
2013
Q3 		$290K Buy
11,919
+2,042
+21% +$45.4K 0.04% 378
2013
Q2 		$206K Buy
+9,877
New +$206K 0.03% 447

Other funds holding BX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Concert Wealth Management's BX Position: Q3 2017 in Review

Concert Wealth Management sold out of Blackstone (BX) in Q3 2017, closing a stake of 20,014 shares — an estimated $667K sold.

Concert Wealth Management first reported a position in BX in Q2 2013 and held it in 17 quarters. The position peaked at $1.47M in Q2 2015. 623 funds tracked by Wall St. Rank hold BX as of Q3 2017.

  • Concert Wealth Management reported no remaining Blackstone position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 20,014 Blackstone shares in Q3 2017, an estimated $667K.
  • Concert Wealth Management first reported a position in Blackstone in Q2 2013 and held it in 17 quarters.
  • Concert Wealth Management's Blackstone position peaked at $1.47M in Q2 2015.
  • 623 funds tracked by Wall St. Rank held Blackstone as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.