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Integrated Wealth Concepts’s Blackstone Mortgage Trust BXMT Stock Holding History

Integrated Wealth Concepts’s Portfolio BXMT Stock Details BXMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-9,392
Closed -$337K – 475
2019
Q3 		$337K Sell
9,392
-935
-9% -$33.2K 0.04% 287
2019
Q2 		$379K Buy
10,327
+1,892
+22% +$67.3K 0.05% 230
2019
Q1 		$292K Buy
8,435
+998
+13% +$33.9K 0.05% 246
2018
Q4 		$237K Buy
+7,437
New +$252K 0.06% 223

Other funds holding BXMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
GAM
GVO Asset Management Zug, Switzerland $1.07M AUM 24.36% 1-Year Est. Return

Integrated Wealth Concepts's BXMT Position: Q4 2019 in Review

Integrated Wealth Concepts sold out of Blackstone Mortgage Trust (BXMT) in Q4 2019, closing a stake of 9,392 shares — an estimated $337K sold.

Integrated Wealth Concepts first reported a position in BXMT in Q4 2018 and held it in 4 quarters. The position peaked at $379K in Q2 2019. 378 funds tracked by Wall St. Rank hold BXMT as of Q4 2019.

  • Integrated Wealth Concepts reported no remaining Blackstone Mortgage Trust position as of Q4 2019 after selling out during the quarter.
  • Integrated Wealth Concepts sold 9,392 Blackstone Mortgage Trust shares in Q4 2019, an estimated $337K.
  • Integrated Wealth Concepts first reported a position in Blackstone Mortgage Trust in Q4 2018 and held it in 4 quarters.
  • Integrated Wealth Concepts's Blackstone Mortgage Trust position peaked at $379K in Q2 2019.
  • 378 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2019.

Based on Integrated Wealth Concepts's 13F filing for Q4 2019, filed 20 Feb 2020.