Edge Advisors’s Blackstone BX Stock Holding History

Edge Advisors’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	$78K	Sell	2,443 -13	-0.5%	-$414	0.01%	442
2018 Q1	$78K	Buy	2,456 +99	+4%	+$3.38K	0.01%	452
2017 Q4	$75K	Sell	2,357 -744	-24%	-$24.2K	0.01%	444
2017 Q3	$103K	Buy	3,101 +49	+2%	+$1.61K	0.01%	384
2017 Q2	$101K	Sell	3,052 -15	-0.5%	-$471	0.01%	398
2017 Q1	$91K	Buy	3,067 +47	+2%	+$1.41K	0.01%	417
2016 Q4	$81K	Buy	+3,020	New	+$78.4K	0.01%	413

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

Edge Advisors's BX Position: Q2 2018 in Review

Edge Advisors reduced its Blackstone (BX) stake by 0.53% in Q2 2018, selling an estimated $414 and leaving 2,443 shares worth $78K. The position accounts for 0.01% of the portfolio, ranked #442.

Edge Advisors first reported a position in BX in Q4 2016 and has held it in 7 quarters since. The position peaked at $103K in Q3 2017. 669 funds tracked by Wall St. Rank hold BX as of Q2 2018.

Edge Advisors held 2,443 shares of Blackstone worth $78K as of Q2 2018.
Edge Advisors sold 13 Blackstone shares in Q2 2018, an estimated $414.
Blackstone made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #442 holding.
Edge Advisors first reported a position in Blackstone in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's Blackstone position peaked at $103K in Q3 2017.
669 funds tracked by Wall St. Rank held Blackstone as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.