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Legacy Capital Partners’s Blackstone BX Stock Holding History

Legacy Capital Partners’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
Q1 		– Sell
-7,600
Closed -$223K – 111
2015
Q4 		$223K Sell
7,600
-16,637
-69% -$530K 0.14% 106
2015
Q3 		$754K Sell
24,237
-204
-0.8% -$7.38K 0.51% 62
2015
Q2 		$981K Buy
24,441
+408
+2% +$16.8K 0.64% 54
2015
Q1 		$918K Buy
24,033
+16,610
+224% +$600K 0.59% 61
2014
Q4 		$247K Buy
+7,423
New +$232K 0.16% 104

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Legacy Capital Partners's BX Position: Q1 2016 in Review

Legacy Capital Partners sold out of Blackstone (BX) in Q1 2016, closing a stake of 7,600 shares — an estimated $223K sold.

Legacy Capital Partners first reported a position in BX in Q4 2014 and held it in 5 quarters. The position peaked at $981K in Q2 2015. 522 funds tracked by Wall St. Rank hold BX as of Q1 2016.

  • Legacy Capital Partners reported no remaining Blackstone position as of Q1 2016 after selling out during the quarter.
  • Legacy Capital Partners sold 7,600 Blackstone shares in Q1 2016, an estimated $223K.
  • Legacy Capital Partners first reported a position in Blackstone in Q4 2014 and held it in 5 quarters.
  • Legacy Capital Partners's Blackstone position peaked at $981K in Q2 2015.
  • 522 funds tracked by Wall St. Rank held Blackstone as of Q1 2016.

Based on Legacy Capital Partners's 13F filing for Q1 2016, filed 6 May 2016.