GWA
BGX

Genesis Wealth Advisors’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$100K Sell
6,471
-751
-10% -$12.1K 0.08% 117
2015
Q1 		$116K Hold
7,222
– – 0.1% 103
2014
Q4 		$116K Buy
+7,222
New +$117K 0.09% 114

Other funds holding BGX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Genesis Wealth Advisors's BGX Position: Q2 2015 in Review

Genesis Wealth Advisors reduced its Blackstone Long-Short Credit Income Fund (BGX) stake by 10% in Q2 2015, selling an estimated $12.1K and leaving 6,471 shares worth $100K. The position accounts for 0.08% of the portfolio, ranked #117.

Genesis Wealth Advisors first reported a position in BGX in Q4 2014 and has held it in 3 quarters since. The position peaked at $116K in Q1 2015. 38 funds tracked by Wall St. Rank hold BGX as of Q2 2015.

  • Genesis Wealth Advisors held 6,471 shares of Blackstone Long-Short Credit Income Fund worth $100K as of Q2 2015.
  • Genesis Wealth Advisors sold 751 Blackstone Long-Short Credit Income Fund shares in Q2 2015, an estimated $12.1K.
  • Blackstone Long-Short Credit Income Fund made up 0.08% of Genesis Wealth Advisors's portfolio in Q2 2015, its #117 holding.
  • Genesis Wealth Advisors first reported a position in Blackstone Long-Short Credit Income Fund in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Blackstone Long-Short Credit Income Fund position peaked at $116K in Q1 2015.
  • 38 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.