GJWM
BSL

Gilliland Jeter Wealth Management’s Blackstone Senior Floating Rate 2027 Term Fund BSL Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio BSL Stock Details BSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,858
Closed -$82.7K – 237
2024
Q3 		$82.7K Buy
5,858
+72
+1% +$1.02K 0.03% 246
2024
Q2 		$81.1K Sell
5,786
-1,451
-20% -$20.5K 0.03% 236
2024
Q1 		$104K Sell
7,237
-3,666
-34% -$50.7K 0.04% 213
2023
Q4 		$146K Buy
+10,903
New +$142K 0.06% 159

Other funds holding BSL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TP
Tranquility Partners Brentwood, Tennessee $265M AUM 14.46% 1-Year Est. Return

Gilliland Jeter Wealth Management's BSL Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Blackstone Senior Floating Rate 2027 Term Fund (BSL) in Q4 2024, closing a stake of 5,858 shares — an estimated $82.7K sold.

Gilliland Jeter Wealth Management first reported a position in BSL in Q4 2023 and held it in 4 quarters. The position peaked at $146K in Q4 2023. 47 funds tracked by Wall St. Rank hold BSL as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Blackstone Senior Floating Rate 2027 Term Fund position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 5,858 Blackstone Senior Floating Rate 2027 Term Fund shares in Q4 2024, an estimated $82.7K.
  • Gilliland Jeter Wealth Management first reported a position in Blackstone Senior Floating Rate 2027 Term Fund in Q4 2023 and held it in 4 quarters.
  • Gilliland Jeter Wealth Management's Blackstone Senior Floating Rate 2027 Term Fund position peaked at $146K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held Blackstone Senior Floating Rate 2027 Term Fund as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.