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Hollow Brook Wealth Management’s Blackstone BX Stock Holding History

Hollow Brook 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
2017
Q4 		– Sell
-69,738
Closed -$2.33M – 51
2017
Q3 		$2.33M Sell
69,738
-12,620
-15% -$415K 1.7% 24
2017
Q2 		$2.75M Buy
+82,358
New +$2.58M 1.89% 22

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hollow Brook Wealth Management's BX Position: Q4 2017 in Review

Hollow Brook Wealth Management sold out of Blackstone (BX) in Q4 2017, closing a stake of 69,738 shares — an estimated $2.33M sold.

Hollow Brook Wealth Management first reported a position in BX in Q2 2017 and held it in 2 quarters. The position peaked at $2.75M in Q2 2017. 641 funds tracked by Wall St. Rank hold BX as of Q4 2017.

  • Hollow Brook Wealth Management reported no remaining Blackstone position as of Q4 2017 after selling out during the quarter.
  • Hollow Brook Wealth Management sold 69,738 Blackstone shares in Q4 2017, an estimated $2.33M.
  • Hollow Brook Wealth Management first reported a position in Blackstone in Q2 2017 and held it in 2 quarters.
  • Hollow Brook Wealth Management's Blackstone position peaked at $2.75M in Q2 2017.
  • 641 funds tracked by Wall St. Rank held Blackstone as of Q4 2017.

Based on Hollow Brook Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.