HMS Capital Management’s Blackstone BX Stock Holding History

HMS Capital 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
2017 Q4	–	Sell	-64,678	Closed	-$2.16M	–	146
2017 Q3	$2.16M	Sell	64,678 -2,476	-4%	-$81.5K	1.84%	9
2017 Q2	$2.24M	Buy	67,154 +581	+0.9%	+$18.2K	1.99%	6
2017 Q1	$2.01M	Buy	66,573 +3,769	+6%	+$113K	1.82%	8
2016 Q4	$1.7M	Buy	+62,804	New	+$1.63M	1.77%	6

Other funds holding BX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HMS Capital Management's BX Position: Q4 2017 in Review

HMS Capital Management sold out of Blackstone (BX) in Q4 2017, closing a stake of 64,678 shares — an estimated $2.16M sold.

HMS Capital Management first reported a position in BX in Q4 2016 and held it in 4 quarters. The position peaked at $2.24M in Q2 2017. 641 funds tracked by Wall St. Rank hold BX as of Q4 2017.

HMS Capital Management reported no remaining Blackstone position as of Q4 2017 after selling out during the quarter.
HMS Capital Management sold 64,678 Blackstone shares in Q4 2017, an estimated $2.16M.
HMS Capital Management first reported a position in Blackstone in Q4 2016 and held it in 4 quarters.
HMS Capital Management's Blackstone position peaked at $2.24M in Q2 2017.
641 funds tracked by Wall St. Rank held Blackstone as of Q4 2017.

Based on HMS Capital Management's 13F filing for Q4 2017, filed 5 Feb 2018.