FM
BX icon

Forward Management’s Blackstone BX Stock Holding History

Forward 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
2018
Q3 		– Sell
-6,400
Closed -$206K – 160
2018
Q2 		$206K Sell
6,400
-21,118
-77% -$672K 0.03% 147
2018
Q1 		$878K Buy
27,518
+18,318
+199% +$625K 0.13% 104
2017
Q4 		$295K Buy
9,200
+300
+3% +$9.77K 0.03% 160
2017
Q3 		$297K Buy
8,900
+2,500
+39% +$82.3K 0.03% 155
2017
Q2 		$213K Hold
6,400
– – 0.02% 171
2017
Q1 		$190K Hold
6,400
– – 0.02% 165
2016
Q4 		$173K Buy
+6,400
New +$166K 0.01% 195
2016
Q1 		– Sell
-12,400
Closed -$363K – 250
2015
Q4 		$363K Buy
+12,400
New +$395K 0.03% 214

Other funds holding BX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Forward Management's BX Position: Q3 2018 in Review

Forward Management sold out of Blackstone (BX) in Q3 2018, closing a stake of 6,400 shares — an estimated $206K sold.

Forward Management first reported a position in BX in Q4 2015 and held it in 8 quarters. The position peaked at $878K in Q1 2018. 701 funds tracked by Wall St. Rank hold BX as of Q3 2018.

  • Forward Management reported no remaining Blackstone position as of Q3 2018 after selling out during the quarter.
  • Forward Management sold 6,400 Blackstone shares in Q3 2018, an estimated $206K.
  • Forward Management first reported a position in Blackstone in Q4 2015 and held it in 8 quarters.
  • Forward Management's Blackstone position peaked at $878K in Q1 2018.
  • 701 funds tracked by Wall St. Rank held Blackstone as of Q3 2018.

Based on Forward Management's 13F filing for Q3 2018, filed 7 Nov 2018.