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Gupta Wealth Management’s Blackstone BX Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$30K Sell
1,079
-1,150
-52% -$30.4K 0.01% 566
2015
Q4 		$65K Buy
2,229
+1,231
+123% +$39.2K 0.02% 389
2015
Q3 		$31K Sell
998
-407
-29% -$14.7K 0.01% 559
2015
Q2 		$56K Buy
1,405
+717
+104% +$29.5K 0.01% 444
2015
Q1 		$26K Buy
+688
New +$24.9K 0.01% 530

Other funds holding BX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Gupta Wealth Management's BX Position: Q1 2016 in Review

Gupta Wealth Management reduced its Blackstone (BX) stake by 52% in Q1 2016, selling an estimated $30.4K and leaving 1,079 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #566.

Gupta Wealth Management first reported a position in BX in Q1 2015 and has held it in 5 quarters since. The position peaked at $65K in Q4 2015. 522 funds tracked by Wall St. Rank hold BX as of Q1 2016.

  • Gupta Wealth Management held 1,079 shares of Blackstone worth $30K as of Q1 2016.
  • Gupta Wealth Management sold 1,150 Blackstone shares in Q1 2016, an estimated $30.4K.
  • Blackstone made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #566 holding.
  • Gupta Wealth Management first reported a position in Blackstone in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Blackstone position peaked at $65K in Q4 2015.
  • 522 funds tracked by Wall St. Rank held Blackstone as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.