Integrated Wealth Management (Palm Desert)’s Blackstone BX Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-1,756	Closed	-$45K	–	336
2016 Q3	$45K	Buy	1,756 +474	+37%	+$12.5K	0.02%	424
2016 Q2	$31K	Buy	1,282 +212	+20%	+$5.64K	0.01%	497
2016 Q1	$30K	Buy	1,070 +24	+2%	+$634	0.01%	466
2015 Q4	$31K	Sell	1,046 -5	-0.5%	-$159	0.01%	479
2015 Q3	$33K	Sell	1,051 -31	-3%	-$1.12K	0.01%	458
2015 Q2	$43K	Buy	1,082 +555	+105%	+$22.8K	0.02%	429
2015 Q1	$20K	Buy	+527	New	+$19.1K	0.01%	566

Other funds holding BX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s BX Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Blackstone (BX) in Q4 2016, closing a stake of 1,756 shares — an estimated $45K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BX in Q1 2015 and held it in 7 quarters. The position peaked at $45K in Q3 2016. 531 funds tracked by Wall St. Rank hold BX as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Blackstone position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,756 Blackstone shares in Q4 2016, an estimated $45K.
Integrated Wealth Management (Palm Desert) first reported a position in Blackstone in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Blackstone position peaked at $45K in Q3 2016.
531 funds tracked by Wall St. Rank held Blackstone as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.