Evanston Advisors’s Blackstone BX Stock Holding History

Evanston 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 Q4	$238K	Hold	8,000	–	–	0.06%	48
2018 Q3	$305K	Hold	8,000	–	–	0.07%	59
2018 Q2	$257K	Hold	8,000	–	–	0.06%	59
2018 Q1	$256K	Hold	8,000	–	–	0.06%	59
2017 Q4	$256K	Hold	8,000	–	–	0.06%	57
2017 Q3	$267K	Hold	8,000	–	–	0.06%	57
2017 Q2	$267K	Buy	+8,000	New	+$251K	0.07%	56

Other funds holding BX

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Evanston Advisors's BX Position: Q4 2018 in Review

Evanston Advisors held its Blackstone (BX) position steady in Q4 2018 at 8,000 shares worth $238K. The position accounts for 0.06% of the portfolio, ranked #48.

Evanston Advisors first reported a position in BX in Q2 2017 and has held it in 7 quarters since. The position peaked at $305K in Q3 2018. 707 funds tracked by Wall St. Rank hold BX as of Q4 2018.

Evanston Advisors held 8,000 shares of Blackstone worth $238K as of Q4 2018.
Evanston Advisors left its Blackstone share count unchanged in Q4 2018.
Blackstone made up 0.06% of Evanston Advisors's portfolio in Q4 2018, its #48 holding.
Evanston Advisors first reported a position in Blackstone in Q2 2017 and has held it in 7 quarters since.
Evanston Advisors's Blackstone position peaked at $305K in Q3 2018.
707 funds tracked by Wall St. Rank held Blackstone as of Q4 2018.

Based on Evanston Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.