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HL Financial Services’s Blackstone BX Stock Holding History

HL Financial Services’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
2019
Q1 		$1.03M Sell
29,507
-2,318
-7% -$77.3K 0.02% 368
2018
Q4 		$949K Buy
31,825
+2,716
+9% +$89.8K 0.02% 370
2018
Q3 		$1.11M Buy
29,109
+6,061
+26% +$219K 0.02% 367
2018
Q2 		$741K Sell
23,048
-487
-2% -$15.5K 0.01% 427
2018
Q1 		$752K Sell
23,535
-4,850
-17% -$165K 0.01% 412
2017
Q4 		$909K Buy
28,385
+2,473
+10% +$80.5K 0.02% 325
2017
Q3 		$865K Buy
25,912
+135
+0.5% +$4.44K 0.02% 382
2017
Q2 		$860K Sell
25,777
-2,317
-8% -$72.7K 0.02% 378
2017
Q1 		$834K Buy
28,094
+1,045
+4% +$31.4K 0.02% 374
2016
Q4 		$731K Sell
27,049
-253
-0.9% -$6.57K 0.02% 379
2016
Q3 		$697K Buy
27,302
+90
+0.3% +$2.38K 0.02% 374
2016
Q2 		$668K Buy
+27,212
New +$724K 0.02% 390
2015
Q3 		– Sell
-23,880
Closed -$958K – 633
2015
Q2 		$958K Sell
23,880
-441
-2% -$18.1K 0.03% 318
2015
Q1 		$928K Sell
24,321
-399
-2% -$14.4K 0.03% 315
2014
Q4 		$821K Buy
24,720
+7,870
+47% +$246K 0.02% 318
2014
Q3 		$521K Buy
16,850
+903
+6% +$29.4K 0.02% 401
2014
Q2 		$523K Buy
+15,947
New +$492K 0.02% 401
2013
Q4 		– Sell
-34,289
Closed -$838K – 628
2013
Q3 		$838K Sell
34,289
-3,458
-9% -$77K 0.03% 258
2013
Q2 		$780K Buy
+37,747
New +$785K 0.03% 249

Other funds holding BX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

HL Financial Services's BX Position: Q1 2019 in Review

HL Financial Services reduced its Blackstone (BX) stake by 7.3% in Q1 2019, selling an estimated $77.3K and leaving 29,507 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #368.

HL Financial Services first reported a position in BX in Q2 2013 and has held it in 19 quarters since. The position peaked at $1.11M in Q3 2018. 731 funds tracked by Wall St. Rank hold BX as of Q1 2019.

  • HL Financial Services held 29,507 shares of Blackstone worth $1.03M as of Q1 2019.
  • HL Financial Services sold 2,318 Blackstone shares in Q1 2019, an estimated $77.3K.
  • Blackstone made up 0.02% of HL Financial Services's portfolio in Q1 2019, its #368 holding.
  • HL Financial Services first reported a position in Blackstone in Q2 2013 and has held it in 19 quarters since.
  • HL Financial Services's Blackstone position peaked at $1.11M in Q3 2018.
  • 731 funds tracked by Wall St. Rank held Blackstone as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.