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J.P. Turner & Co Capital Management’s Blackstone BX Stock Holding History

J.P. Turner & Co Capital Management’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
2015
Q3 		$442K Buy
14,324
+2,515
+21% +$91K 0.46% 64
2015
Q2 		$464K Buy
11,809
+6,075
+106% +$250K 0.36% 98
2015
Q1 		$222K Buy
+5,734
New +$207K 0.21% 160

Other funds holding BX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

J.P. Turner & Co Capital Management's BX Position: Q3 2015 in Review

J.P. Turner & Co Capital Management increased its Blackstone (BX) stake by 21% in Q3 2015, buying an estimated $91K and bringing the position to 14,324 shares worth $442K. The position accounts for 0.46% of the portfolio, ranked #64.

J.P. Turner & Co Capital Management first reported a position in BX in Q1 2015 and has held it in 3 quarters since. The position peaked at $464K in Q2 2015. 523 funds tracked by Wall St. Rank hold BX as of Q3 2015.

  • J.P. Turner & Co Capital Management held 14,324 shares of Blackstone worth $442K as of Q3 2015.
  • J.P. Turner & Co Capital Management bought 2,515 Blackstone shares in Q3 2015, an estimated $91K.
  • Blackstone made up 0.46% of J.P. Turner & Co Capital Management's portfolio in Q3 2015, its #64 holding.
  • J.P. Turner & Co Capital Management first reported a position in Blackstone in Q1 2015 and has held it in 3 quarters since.
  • J.P. Turner & Co Capital Management's Blackstone position peaked at $464K in Q2 2015.
  • 523 funds tracked by Wall St. Rank held Blackstone as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.