IFP Advisors’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

IFP Advisors’s Portfolio BGX Stock Details BGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-2,000	Closed	-$32K	–	3873
2018 Q1	$32K	Hold	2,000	–	–	﹤0.01%	2062
2017 Q4	$32K	Hold	2,000	–	–	﹤0.01%	2087
2017 Q3	$32K	Hold	2,000	–	–	﹤0.01%	2289
2017 Q2	$32K	Hold	2,000	–	–	﹤0.01%	2273
2017 Q1	$32K	Hold	2,000	–	–	﹤0.01%	2190
2016 Q4	$32K	Hold	2,000	–	–	﹤0.01%	2141
2016 Q3	$31K	Hold	2,000	–	–	﹤0.01%	2122
2016 Q2	$29K	Buy	+2,000	New	+$28.3K	﹤0.01%	2096
2016 Q1	–	Sell	-7,210	Closed	-$97K	–	2449
2015 Q4	$97K	Buy	+7,210	New	+$99.7K	0.01%	1190

Other funds holding BGX

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

IFP Advisors's BGX Position: Q2 2018 in Review

IFP Advisors sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q2 2018, closing a stake of 2,000 shares — an estimated $32K sold.

IFP Advisors first reported a position in BGX in Q4 2015 and held it in 9 quarters. The position peaked at $97K in Q4 2015. 31 funds tracked by Wall St. Rank hold BGX as of Q2 2018.

IFP Advisors reported no remaining Blackstone Long-Short Credit Income Fund position as of Q2 2018 after selling out during the quarter.
IFP Advisors sold 2,000 Blackstone Long-Short Credit Income Fund shares in Q2 2018, an estimated $32K.
IFP Advisors first reported a position in Blackstone Long-Short Credit Income Fund in Q4 2015 and held it in 9 quarters.
IFP Advisors's Blackstone Long-Short Credit Income Fund position peaked at $97K in Q4 2015.
31 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q2 2018.

Based on IFP Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.