Genovese Burford & Brothers Wealth & Retirement Plan Management’s Blackstone BX Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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	-750	Closed	-$24K	–	129
2018 Q2	$24K	Hold	750	–	–	0.01%	229
2018 Q1	$24K	Hold	750	–	–	0.01%	229
2017 Q4	$28K	Buy	+750	New	+$24.4K	0.07%	120
2016 Q2	–	Sell	-400	Closed	-$11K	–	413
2016 Q1	$11K	Hold	400	–	–	0.01%	250
2015 Q4	$12K	Buy	+400	New	+$12.8K	0.01%	240

Other funds holding BX

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's BX Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Blackstone (BX) in Q3 2018, closing a stake of 750 shares — an estimated $24K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in BX in Q4 2015 and held it in 5 quarters. The position peaked at $28K in Q4 2017. 701 funds tracked by Wall St. Rank hold BX as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Blackstone position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 750 Blackstone shares in Q3 2018, an estimated $24K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Blackstone in Q4 2015 and held it in 5 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Blackstone position peaked at $28K in Q4 2017.
701 funds tracked by Wall St. Rank held Blackstone as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.