GI
BSL

Gradient Investments’s Blackstone Senior Floating Rate 2027 Term Fund BSL Stock Holding History

Gradient Investments’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
2020
Q2 		– Sell
-1,500
Closed -$18K – 1056
2020
Q1 		$18K Buy
+1,500
New +$22.5K ﹤0.01% 543

Other funds holding BSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Gradient Investments's BSL Position: Q2 2020 in Review

Gradient Investments sold out of Blackstone Senior Floating Rate 2027 Term Fund (BSL) in Q2 2020, closing a stake of 1,500 shares — an estimated $18K sold.

Gradient Investments first reported a position in BSL in Q1 2020 and held it in 1 quarter. The position peaked at $18K in Q1 2020. 42 funds tracked by Wall St. Rank hold BSL as of Q2 2020.

  • Gradient Investments reported no remaining Blackstone Senior Floating Rate 2027 Term Fund position as of Q2 2020 after selling out during the quarter.
  • Gradient Investments sold 1,500 Blackstone Senior Floating Rate 2027 Term Fund shares in Q2 2020, an estimated $18K.
  • Gradient Investments first reported a position in Blackstone Senior Floating Rate 2027 Term Fund in Q1 2020 and held it in 1 quarter.
  • Gradient Investments's Blackstone Senior Floating Rate 2027 Term Fund position peaked at $18K in Q1 2020.
  • 42 funds tracked by Wall St. Rank held Blackstone Senior Floating Rate 2027 Term Fund as of Q2 2020.

Based on Gradient Investments's 13F filing for Q2 2020, filed 10 Jul 2020.