EWM
BGB

Edge Wealth Management’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Edge Wealth Management’s Portfolio BGB Stock Details BGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,750
Closed -$31K – 384
2014
Q1 		$31K Hold
1,750
– – 0.01% 204
2013
Q4 		$31K Buy
+1,750
New +$31.4K 0.01% 192

Other funds holding BGB

RCM
Regiment Capital Management Boston, Massachusetts $51.5M AUM 38.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $330M AUM 25.25% 1-Year Est. Return
U
UBS Zurich, Switzerland $109B AUM 16.36% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return