IP
BGB

Ignite Planners’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Ignite Planners’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
2023
Q4 		– Sell
-13,309
Closed -$145K – 286
2023
Q3 		$145K Buy
+13,309
New +$147K 0.04% 307

Other funds holding BGB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ignite Planners's BGB Position: Q4 2023 in Review

Ignite Planners sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q4 2023, closing a stake of 13,309 shares — an estimated $145K sold.

Ignite Planners first reported a position in BGB in Q3 2023 and held it in 1 quarter. The position peaked at $145K in Q3 2023. 100 funds tracked by Wall St. Rank hold BGB as of Q4 2023.

  • Ignite Planners reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q4 2023 after selling out during the quarter.
  • Ignite Planners sold 13,309 Blackstone Strategic Credit 2027 Term Fund shares in Q4 2023, an estimated $145K.
  • Ignite Planners first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q3 2023 and held it in 1 quarter.
  • Ignite Planners's Blackstone Strategic Credit 2027 Term Fund position peaked at $145K in Q3 2023.
  • 100 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q4 2023.

Based on Ignite Planners's 13F filing for Q4 2023, filed 9 Jan 2024.