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Dubuque Bank & Trust’s Blackstone BX Stock Holding History

Dubuque Bank & Trust’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
-200
Closed -$6K – 709
2018
Q1 		$6K Buy
+200
New +$6.82K ﹤0.01% 551
2016
Q1 		– Sell
-2,300
Closed -$67K – 625
2015
Q4 		$67K Buy
+2,300
New +$73.3K 0.01% 272

Other funds holding BX

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dubuque Bank & Trust's BX Position: Q2 2018 in Review

Dubuque Bank & Trust sold out of Blackstone (BX) in Q2 2018, closing a stake of 200 shares — an estimated $6K sold.

Dubuque Bank & Trust first reported a position in BX in Q4 2015 and held it in 2 quarters. The position peaked at $67K in Q4 2015. 669 funds tracked by Wall St. Rank hold BX as of Q2 2018.

  • Dubuque Bank & Trust reported no remaining Blackstone position as of Q2 2018 after selling out during the quarter.
  • Dubuque Bank & Trust sold 200 Blackstone shares in Q2 2018, an estimated $6K.
  • Dubuque Bank & Trust first reported a position in Blackstone in Q4 2015 and held it in 2 quarters.
  • Dubuque Bank & Trust's Blackstone position peaked at $67K in Q4 2015.
  • 669 funds tracked by Wall St. Rank held Blackstone as of Q2 2018.

Based on Dubuque Bank & Trust's 13F filing for Q2 2018, filed 17 Jul 2018.