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Financial Architects (New Jersey)’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Financial Architects (New Jersey)’s Portfolio BGB Stock Details BGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,674
Closed -$25K – 1019
2019
Q2 		$25K Buy
1,674
+36
+2% +$522 ﹤0.01% 664
2019
Q1 		$23K Buy
+1,638
New +$23.5K ﹤0.01% 839

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JP Morgan Chase
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Morgan Stanley
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Vident Investment Advisory
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Architects (New Jersey)'s BGB Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q3 2019, closing a stake of 1,674 shares — an estimated $25K sold.

Financial Architects (New Jersey) first reported a position in BGB in Q1 2019 and held it in 2 quarters. The position peaked at $25K in Q2 2019. 59 funds tracked by Wall St. Rank hold BGB as of Q3 2019.

  • Financial Architects (New Jersey) reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q3 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,674 Blackstone Strategic Credit 2027 Term Fund shares in Q3 2019, an estimated $25K.
  • Financial Architects (New Jersey) first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q1 2019 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Blackstone Strategic Credit 2027 Term Fund position peaked at $25K in Q2 2019.
  • 59 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.