IA
BGB

IFP Advisors’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

IFP Advisors’s Portfolio BGB Stock Details BGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-29
Closed -$1K – 4613
2022
Q3 		$1K Hold
29
– – ﹤0.01% 4507
2022
Q2 		$1K Hold
29
– – ﹤0.01% 4283
2022
Q1 		$1K Buy
+29
New +$383 ﹤0.01% 4283

Other funds holding BGB

CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

IFP Advisors's BGB Position: Q4 2022 in Review

IFP Advisors sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q4 2022, closing a stake of 29 shares — an estimated $1K sold.

IFP Advisors first reported a position in BGB in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 96 funds tracked by Wall St. Rank hold BGB as of Q4 2022.

  • IFP Advisors reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 29 Blackstone Strategic Credit 2027 Term Fund shares in Q4 2022, an estimated $1K.
  • IFP Advisors first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q1 2022 and held it in 3 quarters.
  • IFP Advisors's Blackstone Strategic Credit 2027 Term Fund position peaked at $1K in Q3 2022.
  • 96 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.