McNamara Financial Services’s Blackstone BX Stock Holding History

McNamara Financial Services’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	-10,175	Closed	-$297K	–	44
2015 Q4	$297K	Sell	10,175 -4,142	-29%	-$132K	0.29%	53
2015 Q3	$445K	Hold	14,317	–	–	0.47%	46
2015 Q2	$574K	Sell	14,317 -5,222	-27%	-$215K	0.54%	49
2015 Q1	$746K	Sell	19,539 -17,425	-47%	-$630K	0.69%	51
2014 Q4	$1.23M	Buy	+36,964	New	+$1.16M	1.12%	48

Other funds holding BX

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

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

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

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

McNamara Financial Services's BX Position: Q1 2016 in Review

McNamara Financial Services sold out of Blackstone (BX) in Q1 2016, closing a stake of 10,175 shares — an estimated $297K sold.

McNamara Financial Services first reported a position in BX in Q4 2014 and held it in 5 quarters. The position peaked at $1.23M in Q4 2014. 522 funds tracked by Wall St. Rank hold BX as of Q1 2016.

McNamara Financial Services reported no remaining Blackstone position as of Q1 2016 after selling out during the quarter.
McNamara Financial Services sold 10,175 Blackstone shares in Q1 2016, an estimated $297K.
McNamara Financial Services first reported a position in Blackstone in Q4 2014 and held it in 5 quarters.
McNamara Financial Services's Blackstone position peaked at $1.23M in Q4 2014.
522 funds tracked by Wall St. Rank held Blackstone as of Q1 2016.

Based on McNamara Financial Services's 13F filing for Q1 2016, filed 13 Apr 2016.