Joel Isaacson & Co’s Blackstone Mortgage Trust BXMT Stock Holding History

Joel Isaacson & Co’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
2016 Q4	–	Sell	-600	Closed	-$18K	–	652
2016 Q3	$18K	Hold	600	–	–	﹤0.01%	473
2016 Q2	$17K	Hold	600	–	–	﹤0.01%	485
2016 Q1	$16K	Buy	600 +300	+100%	+$7.56K	﹤0.01%	513
2015 Q4	$8K	Hold	300	–	–	﹤0.01%	576
2015 Q3	$8K	Hold	300	–	–	﹤0.01%	591
2015 Q2	$8K	Buy	+300	New	+$8.99K	﹤0.01%	609

Other funds holding BXMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Joel Isaacson & Co's BXMT Position: Q4 2016 in Review

Joel Isaacson & Co sold out of Blackstone Mortgage Trust (BXMT) in Q4 2016, closing a stake of 600 shares — an estimated $18K sold.

Joel Isaacson & Co first reported a position in BXMT in Q2 2015 and held it in 6 quarters. The position peaked at $18K in Q3 2016. 231 funds tracked by Wall St. Rank hold BXMT as of Q4 2016.

Joel Isaacson & Co reported no remaining Blackstone Mortgage Trust position as of Q4 2016 after selling out during the quarter.
Joel Isaacson & Co sold 600 Blackstone Mortgage Trust shares in Q4 2016, an estimated $18K.
Joel Isaacson & Co first reported a position in Blackstone Mortgage Trust in Q2 2015 and held it in 6 quarters.
Joel Isaacson & Co's Blackstone Mortgage Trust position peaked at $18K in Q3 2016.
231 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2016.

Based on Joel Isaacson & Co's 13F filing for Q4 2016, filed 24 Jan 2017.