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Kanaly Trust’s Blackstone BX Stock Holding History

Kanaly Trust’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
2014
Q3 		– Sell
-10,190
Closed -$334K – 815
2014
Q2 		$334K Hold
10,190
– – 0.06% 157
2014
Q1 		$333K Hold
10,190
– – 0.06% 154
2013
Q4 		$315K Hold
10,190
– – 0.06% 159
2013
Q3 		$248K Hold
10,190
– – 0.07% 77
2013
Q2 		$210K Buy
+10,190
New +$212K 0.06% 80

Other funds holding BX

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Kanaly Trust's BX Position: Q3 2014 in Review

Kanaly Trust sold out of Blackstone (BX) in Q3 2014, closing a stake of 10,190 shares — an estimated $334K sold.

Kanaly Trust first reported a position in BX in Q2 2013 and held it in 5 quarters. The position peaked at $334K in Q2 2014. 426 funds tracked by Wall St. Rank hold BX as of Q3 2014.

  • Kanaly Trust reported no remaining Blackstone position as of Q3 2014 after selling out during the quarter.
  • Kanaly Trust sold 10,190 Blackstone shares in Q3 2014, an estimated $334K.
  • Kanaly Trust first reported a position in Blackstone in Q2 2013 and held it in 5 quarters.
  • Kanaly Trust's Blackstone position peaked at $334K in Q2 2014.
  • 426 funds tracked by Wall St. Rank held Blackstone as of Q3 2014.

Based on Kanaly Trust's 13F filing for Q3 2014, filed 29 Oct 2014.