Lenox Wealth Advisors’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Lenox Wealth 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
2019 Q1	–	Sell	-3,000	Closed	-$40K	–	605
2018 Q4	$40K	Hold	3,000	–	–	0.01%	135
2018 Q3	$48K	Hold	3,000	–	–	0.01%	139
2018 Q2	$47K	Hold	3,000	–	–	0.01%	141
2018 Q1	$48K	Hold	3,000	–	–	0.01%	171
2017 Q4	$47K	Hold	3,000	–	–	0.01%	103
2017 Q3	$48K	Hold	3,000	–	–	0.01%	54
2017 Q2	$48K	Hold	3,000	–	–	0.02%	57
2017 Q1	$48K	Hold	3,000	–	–	0.01%	48
2016 Q4	$46K	Hold	3,000	–	–	0.01%	54
2016 Q3	$45K	Hold	3,000	–	–	0.01%	92
2016 Q2	$43K	Buy	+3,000	New	+$42.3K	0.01%	94

Other funds holding BGB

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return