Creative Planning
BGB

Creative Planning’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Creative Planning’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
Q3 		– Sell
-5,374
Closed -$86K – 2069
2017
Q2 		$86K Sell
5,374
-507
-9% -$8.17K ﹤0.01% 2089
2017
Q1 		$93K Buy
5,881
+107
+2% +$1.69K ﹤0.01% 2008
2016
Q4 		$89K Buy
5,774
+535
+10% +$7.97K ﹤0.01% 1945
2016
Q3 		$78K Buy
5,239
+400
+8% +$5.92K ﹤0.01% 2016
2016
Q2 		$70K Hold
4,839
– – ﹤0.01% 1903
2016
Q1 		$66K Sell
4,839
-592
-11% -$7.65K ﹤0.01% 1903
2015
Q4 		$73K Buy
5,431
+1,431
+36% +$20.1K ﹤0.01% 1820
2015
Q3 		$57K Buy
+4,000
New +$60.5K ﹤0.01% 1943

Other funds holding BGB

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 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
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return