Mercer Global Advisors
BGB

Mercer Global Advisors’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Mercer Global 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
2024
Q3 		– Sell
-15,019
Closed -$179K – 1962
2024
Q2 		$179K Sell
15,019
-123
-0.8% -$1.46K ﹤0.01% 1809
2024
Q1 		$180K Buy
+15,142
New +$176K ﹤0.01% 1806

Other funds holding BGB

CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return

Mercer Global Advisors's BGB Position: Q3 2024 in Review

Mercer Global Advisors sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q3 2024, closing a stake of 15,019 shares — an estimated $179K sold.

Mercer Global Advisors first reported a position in BGB in Q1 2024 and held it in 2 quarters. The position peaked at $180K in Q1 2024. 91 funds tracked by Wall St. Rank hold BGB as of Q3 2024.

  • Mercer Global Advisors reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q3 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 15,019 Blackstone Strategic Credit 2027 Term Fund shares in Q3 2024, an estimated $179K.
  • Mercer Global Advisors first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q1 2024 and held it in 2 quarters.
  • Mercer Global Advisors's Blackstone Strategic Credit 2027 Term Fund position peaked at $180K in Q1 2024.
  • 91 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q3 2024.

Based on Mercer Global Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.