CWM
BGX

Cornerstone Wealth Management’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Cornerstone Wealth Management’s Portfolio BGX Stock Details BGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-28,458
Closed -$1.74M – 417
2018
Q3 		$1.74M Buy
+28,458
New +$472K 0.02% 539

Other funds holding BGX

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cornerstone Wealth Management's BGX Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q4 2018, closing a stake of 28,458 shares — an estimated $1.74M sold.

Cornerstone Wealth Management first reported a position in BGX in Q3 2018 and held it in 1 quarter. The position peaked at $1.74M in Q3 2018. 38 funds tracked by Wall St. Rank hold BGX as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Blackstone Long-Short Credit Income Fund position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 28,458 Blackstone Long-Short Credit Income Fund shares in Q4 2018, an estimated $1.74M.
  • Cornerstone Wealth Management first reported a position in Blackstone Long-Short Credit Income Fund in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Blackstone Long-Short Credit Income Fund position peaked at $1.74M in Q3 2018.
  • 38 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.