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KCS Wealth Advisory’s Blackstone Mortgage Trust BXMT Stock Holding History

KCS Wealth Advisory’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
2018
Q4 		– Sell
-9,730
Closed -$326K – 152
2018
Q3 		$326K Buy
9,730
+393
+4% +$13.1K 0.3% 117
2018
Q2 		$293K Sell
9,337
-544
-6% -$17.1K 0.27% 123
2018
Q1 		$310K Buy
9,881
+624
+7% +$19.6K 0.28% 124
2017
Q4 		$298K Buy
+9,257
New +$297K 0.29% 120

Other funds holding BXMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GAM
GVO Asset Management Zug, Switzerland $1.07M AUM 24.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KCS Wealth Advisory's BXMT Position: Q4 2018 in Review

KCS Wealth Advisory sold out of Blackstone Mortgage Trust (BXMT) in Q4 2018, closing a stake of 9,730 shares — an estimated $326K sold.

KCS Wealth Advisory first reported a position in BXMT in Q4 2017 and held it in 4 quarters. The position peaked at $326K in Q3 2018. 320 funds tracked by Wall St. Rank hold BXMT as of Q4 2018.

  • KCS Wealth Advisory reported no remaining Blackstone Mortgage Trust position as of Q4 2018 after selling out during the quarter.
  • KCS Wealth Advisory sold 9,730 Blackstone Mortgage Trust shares in Q4 2018, an estimated $326K.
  • KCS Wealth Advisory first reported a position in Blackstone Mortgage Trust in Q4 2017 and held it in 4 quarters.
  • KCS Wealth Advisory's Blackstone Mortgage Trust position peaked at $326K in Q3 2018.
  • 320 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2018.

Based on KCS Wealth Advisory's 13F filing for Q4 2018, filed 17 Jan 2019.