LBA Wealth Management’s Blackstone BX Stock Holding History

LBA 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
2017 Q1	–	Sell	-300	Closed	-$8K	–	443
2016 Q4	$8K	Sell	300 -1,930	-87%	-$50.1K	﹤0.01%	335
2016 Q3	$57K	Hold	2,230	–	–	0.03%	188
2016 Q2	$55K	Hold	2,230	–	–	0.03%	188
2016 Q1	$63K	Sell	2,230 -1,280	-36%	-$33.8K	0.04%	179
2015 Q4	$103K	Sell	3,510 -67	-2%	-$2.14K	0.06%	157
2015 Q3	$111K	Sell	3,577 -3,872	-52%	-$140K	0.07%	139
2015 Q2	$299K	Sell	7,449 -1,528	-17%	-$62.8K	0.19%	88
2015 Q1	$343K	Buy	8,977 +509	+6%	+$18.4K	0.22%	79
2014 Q4	$281K	Sell	8,468 -1,771	-17%	-$55.4K	0.19%	80
2014 Q3	$316K	Buy	10,239 +2,077	+25%	+$67.6K	0.22%	59
2014 Q2	$268K	Sell	8,162 -1,478	-15%	-$45.6K	0.22%	66
2014 Q1	$315K	Hold	9,640	–	–	0.26%	61
2013 Q4	$298K	Buy	+9,640	New	+$263K	0.25%	63

Other funds holding BX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

LBA Wealth Management's BX Position: Q1 2017 in Review

LBA Wealth Management sold out of Blackstone (BX) in Q1 2017, closing a stake of 300 shares — an estimated $8K sold.

LBA Wealth Management first reported a position in BX in Q4 2013 and held it in 13 quarters. The position peaked at $343K in Q1 2015. 560 funds tracked by Wall St. Rank hold BX as of Q1 2017.

LBA Wealth Management reported no remaining Blackstone position as of Q1 2017 after selling out during the quarter.
LBA Wealth Management sold 300 Blackstone shares in Q1 2017, an estimated $8K.
LBA Wealth Management first reported a position in Blackstone in Q4 2013 and held it in 13 quarters.
LBA Wealth Management's Blackstone position peaked at $343K in Q1 2015.
560 funds tracked by Wall St. Rank held Blackstone as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.