Cypress Asset Management’s Blackstone BX Stock Holding History

Cypress Asset 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
2018 Q2	–	Sell	-54,792	Closed	-$1.75M	–	178
2018 Q1	$1.75M	Sell	54,792 -2,950	-5%	-$101K	0.51%	65
2017 Q4	$1.85M	Sell	57,742 -2,650	-4%	-$86.3K	0.4%	73
2017 Q3	$2.02M	Sell	60,392 -1,350	-2%	-$44.4K	0.43%	71
2017 Q2	$2.06M	Sell	61,742 -7,325	-11%	-$230K	0.42%	68
2017 Q1	$2.05M	Sell	69,067 -10,025	-13%	-$302K	0.39%	70
2016 Q4	$2.14M	Sell	79,092 -1,425	-2%	-$37K	0.41%	70
2016 Q3	$2.06M	Sell	80,517 -44,800	-36%	-$1.18M	0.41%	71
2016 Q2	$3.08M	Sell	125,317 -1,616	-1%	-$43K	0.61%	52
2016 Q1	$3.56M	Sell	126,933 -6,682	-5%	-$177K	0.72%	47
2015 Q4	$3.91M	Sell	133,615 -6,513	-5%	-$208K	0.79%	42
2015 Q3	$4.36M	Hold	140,128	–	–	0.92%	37
2015 Q2	$5.62M	Buy	140,128 +5,355	+4%	+$220K	1.06%	31
2015 Q1	$5.14M	Sell	134,773 -2,675	-2%	-$96.7K	0.96%	36
2014 Q4	$4.56M	Sell	137,448 -2,007	-1%	-$62.8K	0.84%	40
2014 Q3	$4.31M	Sell	139,455 -280	-0.2%	-$9.11K	0.78%	42
2014 Q2	$4.59M	Sell	139,735 -3,745	-3%	-$116K	0.79%	41
2014 Q1	$4.68M	Sell	143,480 -4,204	-3%	-$134K	0.85%	38
2013 Q4	$4.57M	Sell	147,684 -1,121	-0.8%	-$30.6K	0.8%	40
2013 Q3	$3.63M	Buy	148,805 +8,305	+6%	+$185K	0.67%	44
2013 Q2	$2.9M	Buy	+140,500	New	+$2.92M	0.54%	57

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cypress Asset Management's BX Position: Q2 2018 in Review

Cypress Asset Management sold out of Blackstone (BX) in Q2 2018, closing a stake of 54,792 shares — an estimated $1.75M sold.

Cypress Asset Management first reported a position in BX in Q2 2013 and held it in 20 quarters. The position peaked at $5.62M in Q2 2015. 669 funds tracked by Wall St. Rank hold BX as of Q2 2018.

Cypress Asset Management reported no remaining Blackstone position as of Q2 2018 after selling out during the quarter.
Cypress Asset Management sold 54,792 Blackstone shares in Q2 2018, an estimated $1.75M.
Cypress Asset Management first reported a position in Blackstone in Q2 2013 and held it in 20 quarters.
Cypress Asset Management's Blackstone position peaked at $5.62M in Q2 2015.
669 funds tracked by Wall St. Rank held Blackstone as of Q2 2018.

Based on Cypress Asset Management's 13F filing for Q2 2018, filed 27 Jul 2018.