Mariner Independent Advisor Network
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Mariner Independent Advisor Network’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Mariner Independent Advisor Network’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
Q4 		– Sell
-17,850
Closed -$260K – 371
2019
Q3 		$260K Buy
17,850
+500
+3% +$7.36K 0.02% 357
2019
Q2 		$254K Buy
+17,350
New +$252K 0.02% 351

Other funds holding BGB

CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $261M AUM 78.99% 1-Year Est. Return

Mariner Independent Advisor Network's BGB Position: Q4 2019 in Review

Mariner Independent Advisor Network sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q4 2019, closing a stake of 17,850 shares — an estimated $260K sold.

Mariner Independent Advisor Network first reported a position in BGB in Q2 2019 and held it in 2 quarters. The position peaked at $260K in Q3 2019. 63 funds tracked by Wall St. Rank hold BGB as of Q4 2019.

  • Mariner Independent Advisor Network reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q4 2019 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 17,850 Blackstone Strategic Credit 2027 Term Fund shares in Q4 2019, an estimated $260K.
  • Mariner Independent Advisor Network first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q2 2019 and held it in 2 quarters.
  • Mariner Independent Advisor Network's Blackstone Strategic Credit 2027 Term Fund position peaked at $260K in Q3 2019.
  • 63 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q4 2019.

Based on Mariner Independent Advisor Network's 13F filing for Q4 2019, filed 10 Feb 2020.