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First Western Capital Management’s Blackstone BX Stock Holding History

First Western Capital Management’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
-27,532
Closed -$1.1M – 112
2015
Q2 		$1.1M Buy
+27,532
New +$1.13M 0.35% 93

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 $235B AUM 32.99% 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

First Western Capital Management's BX Position: Q3 2015 in Review

First Western Capital Management sold out of Blackstone (BX) in Q3 2015, closing a stake of 27,532 shares — an estimated $1.1M sold.

First Western Capital Management first reported a position in BX in Q2 2015 and held it in 1 quarter. The position peaked at $1.1M in Q2 2015. 523 funds tracked by Wall St. Rank hold BX as of Q3 2015.

  • First Western Capital Management reported no remaining Blackstone position as of Q3 2015 after selling out during the quarter.
  • First Western Capital Management sold 27,532 Blackstone shares in Q3 2015, an estimated $1.1M.
  • First Western Capital Management first reported a position in Blackstone in Q2 2015 and held it in 1 quarter.
  • First Western Capital Management's Blackstone position peaked at $1.1M in Q2 2015.
  • 523 funds tracked by Wall St. Rank held Blackstone as of Q3 2015.

Based on First Western Capital Management's 13F filing for Q3 2015, filed 20 Oct 2015.