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Mosaic Family Wealth’s Blackstone BX Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-2,057
Closed -$72K – 228
2019
Q1 		$72K Buy
2,057
+2
+0.1% +$67 0.03% 273
2018
Q4 		$61K Sell
2,055
-200
-9% -$6.61K 0.03% 287
2018
Q3 		$75K Buy
2,255
+5
+0.2% +$181 0.03% 268
2018
Q2 		$72K Buy
2,250
+1
+0% +$32 0.03% 262
2018
Q1 		$72K Buy
2,249
+3
+0.1% +$102 0.03% 262
2017
Q4 		$72K Sell
2,246
-4,864
-68% -$158K 0.03% 277
2017
Q3 		$237K Buy
7,110
+2
+0% +$66 0.09% 167
2017
Q2 		$237K Buy
7,108
+45
+0.6% +$1.41K 0.1% 157
2017
Q1 		$210K Buy
7,063
+25
+0.4% +$752 0.09% 165
2016
Q4 		$190K Sell
7,038
-774
-10% -$20.1K 0.09% 167
2016
Q3 		$199K Buy
7,812
+21
+0.3% +$554 0.09% 167
2016
Q2 		$192K Buy
7,791
+17
+0.2% +$452 0.09% 163
2016
Q1 		$218K Hold
7,774
– – 0.1% 134
2015
Q4 		$227K Buy
+7,774
New +$248K 0.1% 134

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mosaic Family Wealth's BX Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Blackstone (BX) in Q2 2019, closing a stake of 2,057 shares — an estimated $72K sold.

Mosaic Family Wealth first reported a position in BX in Q4 2015 and held it in 14 quarters. The position peaked at $237K in Q3 2017. 638 funds tracked by Wall St. Rank hold BX as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Blackstone position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 2,057 Blackstone shares in Q2 2019, an estimated $72K.
  • Mosaic Family Wealth first reported a position in Blackstone in Q4 2015 and held it in 14 quarters.
  • Mosaic Family Wealth's Blackstone position peaked at $237K in Q3 2017.
  • 638 funds tracked by Wall St. Rank held Blackstone as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.