LIA
BGB

LBMC Investment Advisors’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

LBMC Investment Advisors’s Portfolio BGB Stock Details BGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-21,297
Closed -$351K – 60
2014
Q4 		$351K Buy
+21,297
New +$348K 0.08% 43

Other funds holding BGB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LBMC Investment Advisors's BGB Position: Q1 2015 in Review

LBMC Investment Advisors sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q1 2015, closing a stake of 21,297 shares — an estimated $351K sold.

LBMC Investment Advisors first reported a position in BGB in Q4 2014 and held it in 1 quarter. The position peaked at $351K in Q4 2014. 44 funds tracked by Wall St. Rank hold BGB as of Q1 2015.

  • LBMC Investment Advisors reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q1 2015 after selling out during the quarter.
  • LBMC Investment Advisors sold 21,297 Blackstone Strategic Credit 2027 Term Fund shares in Q1 2015, an estimated $351K.
  • LBMC Investment Advisors first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q4 2014 and held it in 1 quarter.
  • LBMC Investment Advisors's Blackstone Strategic Credit 2027 Term Fund position peaked at $351K in Q4 2014.
  • 44 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q1 2015.

Based on LBMC Investment Advisors's 13F filing for Q1 2015, filed 29 Apr 2015.