GWM
BGX

Greenwich Wealth Management’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Greenwich Wealth Management’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
2019
Q1 		– Sell
-59,529
Closed -$818K – 191
2018
Q4 		$818K Buy
59,529
+21,855
+58% +$333K 0.16% 87
2018
Q3 		$603K Sell
37,674
-7
-0% -$116 0.11% 110
2018
Q2 		$620K Sell
37,681
-2,323
-6% -$38.6K 0.11% 103
2018
Q1 		$647K Hold
40,004
– – 0.1% 101
2017
Q4 		$637K Sell
40,004
-50
-0.1% -$802 0.11% 100
2017
Q3 		$644K Sell
40,054
-2,470
-6% -$39.6K 0.11% 99
2017
Q2 		$686K Sell
42,524
-165
-0.4% -$2.7K 0.11% 98
2017
Q1 		$686K Buy
42,689
+441
+1% +$7.13K 0.09% 95
2016
Q4 		$673K Sell
42,248
-1,643
-4% -$25.3K 0.09% 113
2016
Q3 		$682K Sell
43,891
-100
-0.2% -$1.5K 0.12% 107
2016
Q2 		$636K Sell
43,991
-1,172
-3% -$16.6K 0.15% 110
2016
Q1 		$614K Buy
45,163
+1,099
+2% +$14.2K 0.16% 109
2015
Q4 		$594K Sell
44,064
-46,300
-51% -$640K 0.15% 98
2015
Q3 		$1.29M Buy
90,364
+60
+0.1% +$900 0.31% 76
2015
Q2 		$1.4M Buy
90,304
+300
+0.3% +$4.83K 0.18% 95
2015
Q1 		$1.45M Hold
90,004
– – 0.16% 96
2014
Q4 		$1.4M Buy
90,004
+30,993
+53% +$501K 0.09% 101
2014
Q3 		$985K Buy
+59,011
New +$1.02M 0.07% 105

Other funds holding BGX

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Greenwich Wealth Management's BGX Position: Q1 2019 in Review

Greenwich Wealth Management sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q1 2019, closing a stake of 59,529 shares — an estimated $818K sold.

Greenwich Wealth Management first reported a position in BGX in Q3 2014 and held it in 18 quarters. The position peaked at $1.45M in Q1 2015. 29 funds tracked by Wall St. Rank hold BGX as of Q1 2019.

  • Greenwich Wealth Management reported no remaining Blackstone Long-Short Credit Income Fund position as of Q1 2019 after selling out during the quarter.
  • Greenwich Wealth Management sold 59,529 Blackstone Long-Short Credit Income Fund shares in Q1 2019, an estimated $818K.
  • Greenwich Wealth Management first reported a position in Blackstone Long-Short Credit Income Fund in Q3 2014 and held it in 18 quarters.
  • Greenwich Wealth Management's Blackstone Long-Short Credit Income Fund position peaked at $1.45M in Q1 2015.
  • 29 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q1 2019.

Based on Greenwich Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.