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Elite Wealth Management’s Blackstone BX Stock Holding History

Elite 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
2016
Q3 		$6K Buy
+250
New +$6.6K 0.01% 135
2015
Q4 		– Sell
-18,090
Closed -$558K – 49
2015
Q3 		$558K Sell
18,090
-6,106
-25% -$221K 0.88% 43
2015
Q2 		$970K Buy
+24,196
New +$994K 1% 35

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
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Elite Wealth Management's BX Position: Q3 2016 in Review

Elite Wealth Management opened a new position in Blackstone (BX) in Q3 2016: 250 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #135 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in BX as recently as Q3 2015.

Elite Wealth Management first reported a position in BX in Q2 2015 and has held it in 3 quarters since. The position peaked at $970K in Q2 2015. 506 funds tracked by Wall St. Rank hold BX as of Q3 2016.

  • Elite Wealth Management held 250 shares of Blackstone worth $6K as of Q3 2016.
  • Blackstone was a new Elite Wealth Management position in Q3 2016.
  • Blackstone made up 0.01% of Elite Wealth Management's portfolio in Q3 2016, its #135 holding.
  • Elite Wealth Management first reported a position in Blackstone in Q2 2015 and has held it in 3 quarters since.
  • Elite Wealth Management's Blackstone position peaked at $970K in Q2 2015.
  • 506 funds tracked by Wall St. Rank held Blackstone as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.