Ford Financial Group’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Ford Financial Group’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
2022 Q1	–	Sell	-2,245	Closed	-$33	–	159
2021 Q4	$33	Buy	+2,245	New	+$33.8K	0.01%	247
2021 Q3	–	Sell	-6,535	Closed	-$98K	–	155
2021 Q2	$98K	Buy	+6,535	New	+$94.4K	0.04%	158
2020 Q2	–	Sell	-11,100	Closed	-$116K	–	97
2020 Q1	$116K	Sell	11,100 -7,875	-42%	-$114K	0.08%	87
2019 Q4	$296K	Buy	18,975 +3,375	+22%	+$52K	0.17%	59
2019 Q3	$246K	Hold	15,600	–	–	0.16%	68
2019 Q2	$244K	Buy	15,600 +2,000	+15%	+$31K	0.17%	65
2019 Q1	$207K	Buy	13,600 +1,875	+16%	+$28.3K	0.15%	63
2018 Q4	$161K	Buy	+11,725	New	+$179K	0.12%	52

Other funds holding BGX

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Ford Financial Group's BGX Position: Q1 2022 in Review

Ford Financial Group sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q1 2022, closing a stake of 2,245 shares — an estimated $33 sold.

Ford Financial Group first reported a position in BGX in Q4 2018 and held it in 8 quarters. The position peaked at $296K in Q4 2019. 37 funds tracked by Wall St. Rank hold BGX as of Q1 2022.

Ford Financial Group reported no remaining Blackstone Long-Short Credit Income Fund position as of Q1 2022 after selling out during the quarter.
Ford Financial Group sold 2,245 Blackstone Long-Short Credit Income Fund shares in Q1 2022, an estimated $33.
Ford Financial Group first reported a position in Blackstone Long-Short Credit Income Fund in Q4 2018 and held it in 8 quarters.
Ford Financial Group's Blackstone Long-Short Credit Income Fund position peaked at $296K in Q4 2019.
37 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.