Girard Securities’s Blackstone BX Stock Holding History

Girard Securities’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
2017 Q4	–	Sell	-39,825	Closed	-$1.33M	–	11
2017 Q3	$1.33M	Sell	39,825 -990	-2%	-$32.6K	1.18%	18
2017 Q2	$1.36M	Buy	40,815 +933	+2%	+$29.3K	1.02%	23
2017 Q1	$1.18M	Sell	39,882 -633	-2%	-$19K	1.01%	23
2016 Q4	$1.09M	Sell	40,515 -204	-0.5%	-$5.29K	0.95%	25
2016 Q3	$1.04M	Buy	40,719 +454	+1%	+$12K	1.06%	24
2016 Q2	$990K	Sell	40,265 -2,206	-5%	-$58.7K	0.91%	29
2016 Q1	$1.19M	Buy	42,471 +830	+2%	+$21.9K	1.17%	21
2015 Q4	$1.22M	Buy	+41,641	New	+$1.33M	1.21%	20

Other funds holding BX

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

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

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

Girard Securities's BX Position: Q4 2017 in Review

Girard Securities sold out of Blackstone (BX) in Q4 2017, closing a stake of 39,825 shares — an estimated $1.33M sold.

Girard Securities first reported a position in BX in Q4 2015 and held it in 8 quarters. The position peaked at $1.36M in Q2 2017. 641 funds tracked by Wall St. Rank hold BX as of Q4 2017.

Girard Securities reported no remaining Blackstone position as of Q4 2017 after selling out during the quarter.
Girard Securities sold 39,825 Blackstone shares in Q4 2017, an estimated $1.33M.
Girard Securities first reported a position in Blackstone in Q4 2015 and held it in 8 quarters.
Girard Securities's Blackstone position peaked at $1.36M in Q2 2017.
641 funds tracked by Wall St. Rank held Blackstone as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.