Jones Financial Companies
BGX

Jones Financial Companies’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Jones Financial Companies’s Portfolio BGX Stock Details BGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-306
Closed -$6K – 252
2013
Q3 		$6K Buy
+306
New +$5.61K ﹤0.01% 559

Other funds holding BGX

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Jones Financial Companies's BGX Position: Q4 2013 in Review

Jones Financial Companies sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q4 2013, closing a stake of 306 shares — an estimated $6K sold.

Jones Financial Companies first reported a position in BGX in Q3 2013 and held it in 1 quarter. The position peaked at $6K in Q3 2013. 35 funds tracked by Wall St. Rank hold BGX as of Q4 2013.

  • Jones Financial Companies reported no remaining Blackstone Long-Short Credit Income Fund position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 306 Blackstone Long-Short Credit Income Fund shares in Q4 2013, an estimated $6K.
  • Jones Financial Companies first reported a position in Blackstone Long-Short Credit Income Fund in Q3 2013 and held it in 1 quarter.
  • Jones Financial Companies's Blackstone Long-Short Credit Income Fund position peaked at $6K in Q3 2013.
  • 35 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q4 2013.

Based on Jones Financial Companies's 13F filing for Q4 2013, filed 14 Feb 2014.