Epoch Investment Partners’s Blackstone BX Stock Holding History

Epoch Investment Partners’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 Q1	–	Sell	-22,563	Closed	-$722K	–	313
2017 Q4	$722K	Hold	22,563	–	–	﹤0.01%	288
2017 Q3	$753K	Buy	+22,563	New	+$743K	﹤0.01%	287
2014 Q3	–	Sell	-6,939	Closed	-$228K	–	283
2014 Q2	$228K	Sell	6,939 -3,355,746	-100%	-$104M	﹤0.01%	276
2014 Q1	$110M	Sell	3,362,685 -603,567	-15%	-$19.3M	0.44%	79
2013 Q4	$123M	Sell	3,966,252 -2,124,530	-35%	-$57.9M	0.52%	71
2013 Q3	$149M	Buy	6,090,782 +1,807,762	+42%	+$40.2M	0.66%	55
2013 Q2	$88.5M	Buy	+4,283,020	New	+$89.1M	0.44%	79

Other funds holding BX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Epoch Investment Partners's BX Position: Q1 2018 in Review

Epoch Investment Partners sold out of Blackstone (BX) in Q1 2018, closing a stake of 22,563 shares — an estimated $722K sold.

Epoch Investment Partners first reported a position in BX in Q2 2013 and held it in 7 quarters. The position peaked at $149M in Q3 2013. 672 funds tracked by Wall St. Rank hold BX as of Q1 2018.

Epoch Investment Partners reported no remaining Blackstone position as of Q1 2018 after selling out during the quarter.
Epoch Investment Partners sold 22,563 Blackstone shares in Q1 2018, an estimated $722K.
Epoch Investment Partners first reported a position in Blackstone in Q2 2013 and held it in 7 quarters.
Epoch Investment Partners's Blackstone position peaked at $149M in Q3 2013.
672 funds tracked by Wall St. Rank held Blackstone as of Q1 2018.

Based on Epoch Investment Partners's 13F filing for Q1 2018, filed 14 May 2018.