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Hillsdale Investment Management’s Blackstone BX Stock Holding History

Hillsdale Investment 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 		– Sell
-150
Closed -$4K – 490
2015
Q4 		$4K Sell
150
-16,511
-99% -$526K ﹤0.01% 411
2015
Q3 		$518K Hold
16,661
– – 0.17% 95
2015
Q2 		$668K Sell
16,661
-4,789
-22% -$197K 0.2% 85
2015
Q1 		$819K Buy
21,450
+2,649
+14% +$95.8K 0.21% 76
2014
Q4 		$624K Buy
18,801
+15,082
+406% +$472K 0.16% 110
2014
Q3 		$115K Buy
+3,719
New +$121K 0.04% 373

Other funds holding BX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $19.5B AUM 17.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Hillsdale Investment Management's BX Position: Q1 2016 in Review

Hillsdale Investment Management sold out of Blackstone (BX) in Q1 2016, closing a stake of 150 shares — an estimated $4K sold.

Hillsdale Investment Management first reported a position in BX in Q3 2014 and held it in 6 quarters. The position peaked at $819K in Q1 2015. 522 funds tracked by Wall St. Rank hold BX as of Q1 2016.

  • Hillsdale Investment Management reported no remaining Blackstone position as of Q1 2016 after selling out during the quarter.
  • Hillsdale Investment Management sold 150 Blackstone shares in Q1 2016, an estimated $4K.
  • Hillsdale Investment Management first reported a position in Blackstone in Q3 2014 and held it in 6 quarters.
  • Hillsdale Investment Management's Blackstone position peaked at $819K in Q1 2015.
  • 522 funds tracked by Wall St. Rank held Blackstone as of Q1 2016.

Based on Hillsdale Investment Management's 13F filing for Q1 2016, filed 10 May 2016.