JFA
BGB

JNBA Financial Advisors’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

JNBA Financial Advisors’s Portfolio BGB Stock Details BGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-3,743
Closed -$53K – 521
2015
Q3 		$53K Buy
+3,743
New +$56.6K 0.02% 182

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RCM
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OHA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JNBA Financial Advisors's BGB Position: Q4 2015 in Review

JNBA Financial Advisors sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q4 2015, closing a stake of 3,743 shares — an estimated $53K sold.

JNBA Financial Advisors first reported a position in BGB in Q3 2015 and held it in 1 quarter. The position peaked at $53K in Q3 2015. 62 funds tracked by Wall St. Rank hold BGB as of Q4 2015.

  • JNBA Financial Advisors reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q4 2015 after selling out during the quarter.
  • JNBA Financial Advisors sold 3,743 Blackstone Strategic Credit 2027 Term Fund shares in Q4 2015, an estimated $53K.
  • JNBA Financial Advisors first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q3 2015 and held it in 1 quarter.
  • JNBA Financial Advisors's Blackstone Strategic Credit 2027 Term Fund position peaked at $53K in Q3 2015.
  • 62 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q4 2015.

Based on JNBA Financial Advisors's 13F filing for Q4 2015, filed 27 Jan 2016.