GWM
BGB

Gupta Wealth Management’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Gupta Wealth Management’s Portfolio BGB Stock Details BGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-5,000
Closed -$71K – 1247
2015
Q3 		$71K Buy
+5,000
New +$75.6K 0.02% 395

Other funds holding BGB

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gupta Wealth Management's BGB Position: Q4 2015 in Review

Gupta Wealth Management sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q4 2015, closing a stake of 5,000 shares — an estimated $71K sold.

Gupta Wealth Management first reported a position in BGB in Q3 2015 and held it in 1 quarter. The position peaked at $71K in Q3 2015. 62 funds tracked by Wall St. Rank hold BGB as of Q4 2015.

  • Gupta Wealth Management reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 5,000 Blackstone Strategic Credit 2027 Term Fund shares in Q4 2015, an estimated $71K.
  • Gupta Wealth Management first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Blackstone Strategic Credit 2027 Term Fund position peaked at $71K in Q3 2015.
  • 62 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.