Jolley Asset Management’s Blackstone BX Stock Holding History

Jolley Asset 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
2018 Q2	–	Sell	-300	Closed	-$10K	–	172
2018 Q1	$10K	Hold	300	–	–	0.01%	152
2017 Q4	$10K	Hold	300	–	–	0.01%	145
2017 Q3	$10K	Hold	300	–	–	0.01%	146
2017 Q2	$10K	Hold	300	–	–	0.01%	145
2017 Q1	$9K	Hold	300	–	–	0.01%	135
2016 Q4	$8K	Buy	+300	New	+$7.79K	0.01%	137

Other funds holding BX

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Jolley Asset Management's BX Position: Q2 2018 in Review

Jolley Asset Management sold out of Blackstone (BX) in Q2 2018, closing a stake of 300 shares — an estimated $10K sold.

Jolley Asset Management first reported a position in BX in Q4 2016 and held it in 6 quarters. The position peaked at $10K in Q1 2018. 669 funds tracked by Wall St. Rank hold BX as of Q2 2018.

Jolley Asset Management reported no remaining Blackstone position as of Q2 2018 after selling out during the quarter.
Jolley Asset Management sold 300 Blackstone shares in Q2 2018, an estimated $10K.
Jolley Asset Management first reported a position in Blackstone in Q4 2016 and held it in 6 quarters.
Jolley Asset Management's Blackstone position peaked at $10K in Q1 2018.
669 funds tracked by Wall St. Rank held Blackstone as of Q2 2018.

Based on Jolley Asset Management's 13F filing for Q2 2018, filed 18 Jul 2018.