Measured Wealth Private Client Group’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Measured Wealth Private Client Group’s Portfolio BGX Stock Details BGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-14,100	Closed	-$149K	–	126
2020 Q1	$149K	Hold	14,100	–	–	0.12%	94
2019 Q4	$221K	Hold	14,100	–	–	0.15%	91
2019 Q3	$222K	Sell	14,100 -2,000	-12%	-$32K	0.14%	110
2019 Q2	$253K	Buy	+16,100	New	+$250K	0.15%	152

Other funds holding BGX

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Measured Wealth Private Client Group's BGX Position: Q2 2020 in Review

Measured Wealth Private Client Group sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q2 2020, closing a stake of 14,100 shares — an estimated $149K sold.

Measured Wealth Private Client Group first reported a position in BGX in Q2 2019 and held it in 4 quarters. The position peaked at $253K in Q2 2019. 34 funds tracked by Wall St. Rank hold BGX as of Q2 2020.

Measured Wealth Private Client Group reported no remaining Blackstone Long-Short Credit Income Fund position as of Q2 2020 after selling out during the quarter.
Measured Wealth Private Client Group sold 14,100 Blackstone Long-Short Credit Income Fund shares in Q2 2020, an estimated $149K.
Measured Wealth Private Client Group first reported a position in Blackstone Long-Short Credit Income Fund in Q2 2019 and held it in 4 quarters.
Measured Wealth Private Client Group's Blackstone Long-Short Credit Income Fund position peaked at $253K in Q2 2019.
34 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q2 2020.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2020, filed 3 Aug 2020.