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Independent Portfolio Consultants’s Blackstone BX Stock Holding History

Independent Portfolio Consultants’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$25K Sell
758
-972
-56% -$30.5K 0.01% 590
2017
Q1 		$51K Sell
1,730
-710
-29% -$21.4K 0.02% 553
2016
Q4 		$66K Sell
2,440
-2,715
-53% -$70.5K 0.02% 501
2016
Q3 		$132K Buy
5,155
+735
+17% +$19.4K 0.04% 407
2016
Q2 		$108K Sell
4,420
-310
-7% -$8.25K 0.03% 437
2016
Q1 		$133K Buy
4,730
+1,325
+39% +$35K 0.04% 432
2015
Q4 		$100K Sell
3,405
-233
-6% -$7.43K 0.03% 473
2015
Q3 		$113K Buy
3,638
+1,045
+40% +$37.8K 0.02% 435
2015
Q2 		$104K Sell
2,593
-418
-14% -$17.2K 0.02% 497
2015
Q1 		$115K Buy
3,011
+224
+8% +$8.1K 0.02% 459
2014
Q4 		$93K Sell
2,787
-5,334
-66% -$167K 0.02% 523
2014
Q3 		$251K Buy
8,121
+845
+12% +$27.5K 0.07% 432
2014
Q2 		$239K Buy
7,276
+214
+3% +$6.6K 0.07% 415
2014
Q1 		$230K Sell
7,062
-10
-0.1% -$319 0.07% 413
2013
Q4 		$219K Buy
+7,072
New +$193K 0.08% 425

Other funds holding BX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Independent Portfolio Consultants's BX Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Blackstone (BX) stake by 56% in Q2 2017, selling an estimated $30.5K and leaving 758 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #590.

Independent Portfolio Consultants first reported a position in BX in Q4 2013 and has held it in 15 quarters since. The position peaked at $251K in Q3 2014. 608 funds tracked by Wall St. Rank hold BX as of Q2 2017.

  • Independent Portfolio Consultants held 758 shares of Blackstone worth $25K as of Q2 2017.
  • Independent Portfolio Consultants sold 972 Blackstone shares in Q2 2017, an estimated $30.5K.
  • Blackstone made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #590 holding.
  • Independent Portfolio Consultants first reported a position in Blackstone in Q4 2013 and has held it in 15 quarters since.
  • Independent Portfolio Consultants's Blackstone position peaked at $251K in Q3 2014.
  • 608 funds tracked by Wall St. Rank held Blackstone as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.