IAA
BGX

Independent Advisor Alliance’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-27,235
Closed -$426K – 452
2019
Q4 		$426K Buy
+27,235
New +$420K 0.02% 567

Other funds holding BGX

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Independent Advisor Alliance's BGX Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q1 2020, closing a stake of 27,235 shares — an estimated $426K sold.

Independent Advisor Alliance first reported a position in BGX in Q4 2019 and held it in 1 quarter. The position peaked at $426K in Q4 2019. 39 funds tracked by Wall St. Rank hold BGX as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Blackstone Long-Short Credit Income Fund position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 27,235 Blackstone Long-Short Credit Income Fund shares in Q1 2020, an estimated $426K.
  • Independent Advisor Alliance first reported a position in Blackstone Long-Short Credit Income Fund in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Blackstone Long-Short Credit Income Fund position peaked at $426K in Q4 2019.
  • 39 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.