Koshinski Asset Management
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Koshinski Asset Management’s Blackstone BX Stock Holding History

Koshinski 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
2017
Q2 		– Sell
-6,795
Closed -$202K – 350
2017
Q1 		$202K Buy
+6,795
New +$204K 0.08% 316
2016
Q4 		– Sell
-11,867
Closed -$303K – 286
2016
Q3 		$303K Sell
11,867
-690
-5% -$18.2K 0.15% 212
2016
Q2 		$308K Sell
12,557
-2,540
-17% -$67.6K 0.17% 191
2016
Q1 		$423K Sell
15,097
-588
-4% -$15.5K 0.27% 122
2015
Q4 		$459K Sell
15,685
-1,458
-9% -$46.5K 0.32% 100
2015
Q3 		$688K Buy
17,143
+950
+6% +$34.4K 0.44% 60
2015
Q2 		$649K Buy
16,193
+1,873
+13% +$77K 0.41% 67
2015
Q1 		$547K Buy
14,320
+853
+6% +$30.8K 0.35% 77
2014
Q4 		$447K Buy
+13,467
New +$421K 0.25% 107

Other funds holding BX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Koshinski Asset Management's BX Position: Q2 2017 in Review

Koshinski Asset Management sold out of Blackstone (BX) in Q2 2017, closing a stake of 6,795 shares — an estimated $202K sold.

Koshinski Asset Management first reported a position in BX in Q4 2014 and held it in 9 quarters. The position peaked at $688K in Q3 2015. 608 funds tracked by Wall St. Rank hold BX as of Q2 2017.

  • Koshinski Asset Management reported no remaining Blackstone position as of Q2 2017 after selling out during the quarter.
  • Koshinski Asset Management sold 6,795 Blackstone shares in Q2 2017, an estimated $202K.
  • Koshinski Asset Management first reported a position in Blackstone in Q4 2014 and held it in 9 quarters.
  • Koshinski Asset Management's Blackstone position peaked at $688K in Q3 2015.
  • 608 funds tracked by Wall St. Rank held Blackstone as of Q2 2017.

Based on Koshinski Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.