FM
BGX

Family Management’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Family Management’s Portfolio BGX Stock Details BGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-12,845
Closed -$194K – 179
2021
Q2 		$194K Hold
12,845
– – 0.05% 176
2021
Q1 		$182K Hold
12,845
– – 0.06% 146
2020
Q4 		$172K Buy
+12,845
New +$169K 0.06% 153

Other funds holding BGX

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Family Management's BGX Position: Q3 2021 in Review

Family Management sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q3 2021, closing a stake of 12,845 shares — an estimated $194K sold.

Family Management first reported a position in BGX in Q4 2020 and held it in 3 quarters. The position peaked at $194K in Q2 2021. 33 funds tracked by Wall St. Rank hold BGX as of Q3 2021.

  • Family Management reported no remaining Blackstone Long-Short Credit Income Fund position as of Q3 2021 after selling out during the quarter.
  • Family Management sold 12,845 Blackstone Long-Short Credit Income Fund shares in Q3 2021, an estimated $194K.
  • Family Management first reported a position in Blackstone Long-Short Credit Income Fund in Q4 2020 and held it in 3 quarters.
  • Family Management's Blackstone Long-Short Credit Income Fund position peaked at $194K in Q2 2021.
  • 33 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q3 2021.

Based on Family Management's 13F filing for Q3 2021, filed 15 Nov 2021.