IFP Advisors’s Blackstone Senior Floating Rate 2027 Term Fund BSL Stock Holding History

IFP Advisors’s Portfolio BSL Stock Details BSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-780	Closed	-$14K	–	3492
2022 Q4	$14K	Hold	780	–	–	﹤0.01%	3135
2022 Q3	$14K	Hold	780	–	–	﹤0.01%	3371
2022 Q2	$14K	Hold	780	–	–	﹤0.01%	3128
2022 Q1	$14K	Buy	+780	New	+$12.2K	﹤0.01%	3128
2019 Q1	–	Sell	-4,786	Closed	-$75K	–	2487
2018 Q4	$75K	Buy	4,786 +2,300	+93%	+$39.3K	﹤0.01%	1356
2018 Q3	$45K	Hold	2,486	–	–	﹤0.01%	1946
2018 Q2	$45K	Hold	2,486	–	–	﹤0.01%	1978
2018 Q1	$45K	Hold	2,486	–	–	﹤0.01%	1878
2017 Q4	$45K	Sell	2,486 -313	-11%	-$5.45K	﹤0.01%	1897
2017 Q3	$49K	Sell	2,799 -150	-5%	-$2.65K	﹤0.01%	2000
2017 Q2	$53K	Buy	2,949 +1,100	+59%	+$19.9K	﹤0.01%	1921
2017 Q1	$33K	Hold	1,849	–	–	﹤0.01%	2177
2016 Q4	$33K	Buy	1,849 +1,536	+491%	+$26.8K	﹤0.01%	2118
2016 Q3	$5K	Hold	313	–	–	﹤0.01%	3207
2016 Q2	$5K	Buy	+313	New	+$4.88K	﹤0.01%	3122

Other funds holding BSL

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

IFP Advisors's BSL Position: Q1 2023 in Review

IFP Advisors sold out of Blackstone Senior Floating Rate 2027 Term Fund (BSL) in Q1 2023, closing a stake of 780 shares — an estimated $14K sold.

IFP Advisors first reported a position in BSL in Q2 2016 and held it in 15 quarters. The position peaked at $75K in Q4 2018. 59 funds tracked by Wall St. Rank hold BSL as of Q1 2023.

IFP Advisors reported no remaining Blackstone Senior Floating Rate 2027 Term Fund position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 780 Blackstone Senior Floating Rate 2027 Term Fund shares in Q1 2023, an estimated $14K.
IFP Advisors first reported a position in Blackstone Senior Floating Rate 2027 Term Fund in Q2 2016 and held it in 15 quarters.
IFP Advisors's Blackstone Senior Floating Rate 2027 Term Fund position peaked at $75K in Q4 2018.
59 funds tracked by Wall St. Rank held Blackstone Senior Floating Rate 2027 Term Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.