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Fiduciary Financial Services of The Southwest’s Blackstone BX Stock Holding History

Fiduciary Financial Services of The Southwest’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
2015
Q3 		– Sell
-5,521
Closed -$221K – 154
2015
Q2 		$221K Sell
5,521
-599
-10% -$24.6K 0.07% 155
2015
Q1 		$234K Buy
+6,120
New +$221K 0.07% 152

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's BX Position: Q3 2015 in Review

Fiduciary Financial Services of The Southwest sold out of Blackstone (BX) in Q3 2015, closing a stake of 5,521 shares — an estimated $221K sold.

Fiduciary Financial Services of The Southwest first reported a position in BX in Q1 2015 and held it in 2 quarters. The position peaked at $234K in Q1 2015. 523 funds tracked by Wall St. Rank hold BX as of Q3 2015.

  • Fiduciary Financial Services of The Southwest reported no remaining Blackstone position as of Q3 2015 after selling out during the quarter.
  • Fiduciary Financial Services of The Southwest sold 5,521 Blackstone shares in Q3 2015, an estimated $221K.
  • Fiduciary Financial Services of The Southwest first reported a position in Blackstone in Q1 2015 and held it in 2 quarters.
  • Fiduciary Financial Services of The Southwest's Blackstone position peaked at $234K in Q1 2015.
  • 523 funds tracked by Wall St. Rank held Blackstone as of Q3 2015.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q3 2015, filed 12 Nov 2015.