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Miller Green Financial Services’s Blackstone BX Stock Holding History

Miller Green 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
2018
Q4 		$2.85M Buy
95,600
+15,600
+20% +$516K 16.18% 3
2018
Q3 		$3.05M Buy
80,000
+2,000
+3% +$72.3K 14.3% 3
2018
Q2 		$2.51M Buy
+78,000
New +$2.48M 10.93% 3

Other funds holding BX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Miller Green Financial Services's BX Position: Q4 2018 in Review

Miller Green Financial Services increased its Blackstone (BX) stake by 20% in Q4 2018, buying an estimated $516K and bringing the position to 95,600 shares worth $2.85M. The position accounts for 16.18% of the portfolio, ranked #3.

Miller Green Financial Services first reported a position in BX in Q2 2018 and has held it in 3 quarters since. The position peaked at $3.05M in Q3 2018. 707 funds tracked by Wall St. Rank hold BX as of Q4 2018.

  • Miller Green Financial Services held 95,600 shares of Blackstone worth $2.85M as of Q4 2018.
  • Miller Green Financial Services bought 15,600 Blackstone shares in Q4 2018, an estimated $516K.
  • Blackstone made up 16.18% of Miller Green Financial Services's portfolio in Q4 2018, its #3 holding.
  • Miller Green Financial Services first reported a position in Blackstone in Q2 2018 and has held it in 3 quarters since.
  • Miller Green Financial Services's Blackstone position peaked at $3.05M in Q3 2018.
  • 707 funds tracked by Wall St. Rank held Blackstone as of Q4 2018.

Based on Miller Green Financial Services's 13F filing for Q4 2018, filed 14 Jan 2019.