Institutional & Family Asset Management’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Institutional & Family Asset Management’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
2023 Q4	–	Sell	-2,250	Closed	-$26.2K	–	715
2023 Q3	$26.2K	Hold	2,250	–	–	﹤0.01%	278
2023 Q2	$25.5K	Hold	2,250	–	–	﹤0.01%	284
2023 Q1	$24.5K	Hold	2,250	–	–	﹤0.01%	281
2022 Q4	$24.4K	Hold	2,250	–	–	﹤0.01%	287
2022 Q3	$25K	Hold	2,250	–	–	﹤0.01%	288
2022 Q2	$26K	Hold	2,250	–	–	﹤0.01%	287
2022 Q1	$30K	Hold	2,250	–	–	﹤0.01%	308
2021 Q4	$33K	Hold	2,250	–	–	0.01%	310
2021 Q3	$34K	Hold	2,250	–	–	0.01%	386
2021 Q2	$34K	Hold	2,250	–	–	0.01%	396
2021 Q1	$32K	Hold	2,250	–	–	0.01%	427
2020 Q4	$30K	Hold	2,250	–	–	0.01%	388
2020 Q3	$29K	Hold	2,250	–	–	0.01%	350
2020 Q2	$27K	Hold	2,250	–	–	0.01%	370
2020 Q1	$24K	Hold	2,250	–	–	0.01%	349
2019 Q4	$35K	Hold	2,250	–	–	0.01%	357
2019 Q3	$36K	Hold	2,250	–	–	0.01%	325
2019 Q2	$35K	Hold	2,250	–	–	0.01%	351
2019 Q1	$34K	Hold	2,250	–	–	0.01%	366
2018 Q4	$31K	Hold	2,250	–	–	0.01%	360
2018 Q3	$36K	Hold	2,250	–	–	0.01%	384
2018 Q2	$37K	Hold	2,250	–	–	0.01%	377
2018 Q1	$36K	Buy	+2,250	New	+$36.1K	0.01%	354

Other funds holding BGX

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

NCM

Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Institutional & Family Asset Management's BGX Position: Q4 2023 in Review

Institutional & Family Asset Management sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q4 2023, closing a stake of 2,250 shares — an estimated $26.2K sold.

Institutional & Family Asset Management first reported a position in BGX in Q1 2018 and held it in 23 quarters. The position peaked at $37K in Q2 2018. 42 funds tracked by Wall St. Rank hold BGX as of Q4 2023.

Institutional & Family Asset Management reported no remaining Blackstone Long-Short Credit Income Fund position as of Q4 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 2,250 Blackstone Long-Short Credit Income Fund shares in Q4 2023, an estimated $26.2K.
Institutional & Family Asset Management first reported a position in Blackstone Long-Short Credit Income Fund in Q1 2018 and held it in 23 quarters.
Institutional & Family Asset Management's Blackstone Long-Short Credit Income Fund position peaked at $37K in Q2 2018.
42 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q4 2023.

Based on Institutional & Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.