MCC
BGB

Money Concepts Capital’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-9,258
Closed -$98K – 704
2022
Q4 		$98K Buy
+9,258
New +$98.8K ﹤0.01% 971
2022
Q2 		– Sell
-200
Closed -$3K – 1548
2022
Q1 		$3K Buy
+200
New +$2.64K ﹤0.01% 2332

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
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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

Money Concepts Capital's BGB Position: Q1 2023 in Review

Money Concepts Capital sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q1 2023, closing a stake of 9,258 shares — an estimated $98K sold.

Money Concepts Capital first reported a position in BGB in Q1 2022 and held it in 2 quarters. The position peaked at $98K in Q4 2022. 92 funds tracked by Wall St. Rank hold BGB as of Q1 2023.

  • Money Concepts Capital reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 9,258 Blackstone Strategic Credit 2027 Term Fund shares in Q1 2023, an estimated $98K.
  • Money Concepts Capital first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Blackstone Strategic Credit 2027 Term Fund position peaked at $98K in Q4 2022.
  • 92 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.