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Eads & Heald Wealth Management’s Blackstone BX Stock Holding History

Eads & Heald Wealth 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
2015
Q2 		– Sell
-7,301
Closed -$279K – 134
2015
Q1 		$279K Buy
+7,301
New +$264K 0.18% 118

Other funds holding BX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Eads & Heald Wealth Management's BX Position: Q2 2015 in Review

Eads & Heald Wealth Management sold out of Blackstone (BX) in Q2 2015, closing a stake of 7,301 shares — an estimated $279K sold.

Eads & Heald Wealth Management first reported a position in BX in Q1 2015 and held it in 1 quarter. The position peaked at $279K in Q1 2015. 539 funds tracked by Wall St. Rank hold BX as of Q2 2015.

  • Eads & Heald Wealth Management reported no remaining Blackstone position as of Q2 2015 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 7,301 Blackstone shares in Q2 2015, an estimated $279K.
  • Eads & Heald Wealth Management first reported a position in Blackstone in Q1 2015 and held it in 1 quarter.
  • Eads & Heald Wealth Management's Blackstone position peaked at $279K in Q1 2015.
  • 539 funds tracked by Wall St. Rank held Blackstone as of Q2 2015.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2015, filed 29 Jul 2015.