DCLA
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Douglas C. Lane & Associates’s Blackstone BX Stock Holding History

Douglas C. Lane & Associates’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
2015
Q4 		$17.9M Sell
613,357
-2,526
-0.4% -$80.5K 0.49% 77
2015
Q3 		$19.1M Sell
615,883
-4,508
-0.7% -$163K 0.54% 70
2015
Q2 		$24.9M Sell
620,391
-26,632
-4% -$1.09M 0.67% 62
2015
Q1 		$24.7M Sell
647,023
-5,035
-0.8% -$182K 0.65% 62
2014
Q4 		$21.6M Buy
652,058
+19,012
+3% +$595K 0.58% 68
2014
Q3 		$19.6M Buy
633,046
+13,920
+2% +$453K 0.58% 69
2014
Q2 		$20.3M Sell
619,126
-34,300
-5% -$1.06M 0.61% 69
2014
Q1 		$21.3M Sell
653,426
-16,793
-3% -$536K 0.68% 61
2013
Q4 		$20.7M Sell
670,219
-21,991
-3% -$599K 0.69% 65
2013
Q3 		$16.9M Buy
692,210
+5,223
+0.8% +$116K 0.62% 68
2013
Q2 		$14.2M Buy
+686,987
New +$14.3M 0.55% 79

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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Douglas C. Lane & Associates's BX Position: Q4 2015 in Review

Douglas C. Lane & Associates reduced its Blackstone (BX) stake by 0.41% in Q4 2015, selling an estimated $80.5K and leaving 613,357 shares worth $17.9M. The position accounts for 0.49% of the portfolio, ranked #77.

Douglas C. Lane & Associates first reported a position in BX in Q2 2013 and has held it in 11 quarters since. The position peaked at $24.9M in Q2 2015. 524 funds tracked by Wall St. Rank hold BX as of Q4 2015.

  • Douglas C. Lane & Associates held 613,357 shares of Blackstone worth $17.9M as of Q4 2015.
  • Douglas C. Lane & Associates sold 2,526 Blackstone shares in Q4 2015, an estimated $80.5K.
  • Blackstone made up 0.49% of Douglas C. Lane & Associates's portfolio in Q4 2015, its #77 holding.
  • Douglas C. Lane & Associates first reported a position in Blackstone in Q2 2013 and has held it in 11 quarters since.
  • Douglas C. Lane & Associates's Blackstone position peaked at $24.9M in Q2 2015.
  • 524 funds tracked by Wall St. Rank held Blackstone as of Q4 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2015, filed 25 Jan 2016.