Creative Planning
BGX

Creative Planning’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-600
Closed -$10K – 2075
2017
Q2 		$10K Buy
+600
New +$9.81K ﹤0.01% 3611
2016
Q1 		– Sell
-2,163
Closed -$29K – 4324
2015
Q4 		$29K Buy
+2,163
New +$29.9K ﹤0.01% 2564

Other funds holding BGX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Creative Planning's BGX Position: Q3 2017 in Review

Creative Planning sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q3 2017, closing a stake of 600 shares — an estimated $10K sold.

Creative Planning first reported a position in BGX in Q4 2015 and held it in 2 quarters. The position peaked at $29K in Q4 2015. 32 funds tracked by Wall St. Rank hold BGX as of Q3 2017.

  • Creative Planning reported no remaining Blackstone Long-Short Credit Income Fund position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 600 Blackstone Long-Short Credit Income Fund shares in Q3 2017, an estimated $10K.
  • Creative Planning first reported a position in Blackstone Long-Short Credit Income Fund in Q4 2015 and held it in 2 quarters.
  • Creative Planning's Blackstone Long-Short Credit Income Fund position peaked at $29K in Q4 2015.
  • 32 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.