Kiley Juergens Wealth Management’s Blackstone BX Stock Holding History

Kiley Juergens Wealth 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 Q4	–	Sell	-195	Closed	-$7K	–	122
2018 Q3	$7K	Hold	195	–	–	0.01%	501
2018 Q2	$6K	Buy	+195	New	+$6.21K	0.01%	467
2018 Q1	–	Sell	-195	Closed	-$6K	–	156
2017 Q4	$6K	Buy	+195	New	+$6.35K	0.01%	519

Other funds holding BX

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

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

Kiley Juergens Wealth Management's BX Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Blackstone (BX) in Q4 2018, closing a stake of 195 shares — an estimated $7K sold.

Kiley Juergens Wealth Management first reported a position in BX in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q3 2018. 707 funds tracked by Wall St. Rank hold BX as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Blackstone position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 195 Blackstone shares in Q4 2018, an estimated $7K.
Kiley Juergens Wealth Management first reported a position in Blackstone in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Blackstone position peaked at $7K in Q3 2018.
707 funds tracked by Wall St. Rank held Blackstone as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.