LJHT
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Laurie J. Hall Trustee’s Blackstone BX Stock Holding History

Laurie J. Hall Trustee’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
2016
Q2 		$36K Hold
1,500
– – 0.02% 167
2016
Q1 		$43K Hold
1,500
– – 0.03% 156
2015
Q4 		$39K Buy
+1,500
New +$47.8K 0.03% 153

Other funds holding BX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Laurie J. Hall Trustee's BX Position: Q2 2016 in Review

Laurie J. Hall Trustee held its Blackstone (BX) position steady in Q2 2016 at 1,500 shares worth $36K. The position accounts for 0.02% of the portfolio, ranked #167.

Laurie J. Hall Trustee first reported a position in BX in Q4 2015 and has held it in 3 quarters since. The position peaked at $43K in Q1 2016. 502 funds tracked by Wall St. Rank hold BX as of Q2 2016.

  • Laurie J. Hall Trustee held 1,500 shares of Blackstone worth $36K as of Q2 2016.
  • Laurie J. Hall Trustee left its Blackstone share count unchanged in Q2 2016.
  • Blackstone made up 0.02% of Laurie J. Hall Trustee's portfolio in Q2 2016, its #167 holding.
  • Laurie J. Hall Trustee first reported a position in Blackstone in Q4 2015 and has held it in 3 quarters since.
  • Laurie J. Hall Trustee's Blackstone position peaked at $43K in Q1 2016.
  • 502 funds tracked by Wall St. Rank held Blackstone as of Q2 2016.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2016, filed 12 Jul 2016.