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Gary Goldberg Planning Services’s Blackstone BX Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$291K Hold
8,779
– – 0.12% 90
2014
Q3 		$271K Hold
8,779
– – 0.11% 93
2014
Q2 		$288K Hold
8,779
– – 0.13% 94
2014
Q1 		$286K Hold
8,779
– – 0.14% 90
2013
Q4 		$271K Buy
8,779
+306
+4% +$8.34K 0.16% 82
2013
Q3 		$207K Buy
8,473
+5,110
+152% +$114K 0.13% 90
2013
Q2 		$69K Buy
+3,363
New +$70K 0.04% 153

Other funds holding BX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Gary Goldberg Planning Services's BX Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Blackstone (BX) position steady in Q4 2014 at 8,779 shares worth $291K. The position accounts for 0.12% of the portfolio, ranked #90.

Gary Goldberg Planning Services first reported a position in BX in Q2 2013 and has held it in 7 quarters since. 466 funds tracked by Wall St. Rank hold BX as of Q4 2014.

  • Gary Goldberg Planning Services held 8,779 shares of Blackstone worth $291K as of Q4 2014.
  • Gary Goldberg Planning Services left its Blackstone share count unchanged in Q4 2014.
  • Blackstone made up 0.12% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #90 holding.
  • Gary Goldberg Planning Services first reported a position in Blackstone in Q2 2013 and has held it in 7 quarters since.
  • 466 funds tracked by Wall St. Rank held Blackstone as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.