HCM
BX icon

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
-19,100
Closed -$638K – 147
2017
Q3 		$638K Buy
19,100
+800
+4% +$26.3K 0.54% 63
2017
Q2 		$610K Buy
18,300
+2,100
+13% +$65.9K 0.54% 66
2017
Q1 		$488K Buy
16,200
+3,100
+24% +$93.2K 0.44% 80
2016
Q4 		$354K Buy
+13,100
New +$340K 0.37% 93

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
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.