Mount Lucas Management’s Blackstone BX Stock Holding History

Mount Lucas Management’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
2016 Q1	–	Sell	-130,200	Closed	-$3.81M	–	129
2015 Q4	$3.81M	Buy	+130,200	New	+$4.15M	0.56%	45

Other funds holding BX

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mount Lucas Management's BX Position: Q1 2016 in Review

Mount Lucas Management sold out of Blackstone (BX) in Q1 2016, closing a stake of 130,200 shares — an estimated $3.81M sold.

Mount Lucas Management first reported a position in BX in Q4 2015 and held it in 1 quarter. The position peaked at $3.81M in Q4 2015. 522 funds tracked by Wall St. Rank hold BX as of Q1 2016.

Mount Lucas Management reported no remaining Blackstone position as of Q1 2016 after selling out during the quarter.
Mount Lucas Management sold 130,200 Blackstone shares in Q1 2016, an estimated $3.81M.
Mount Lucas Management first reported a position in Blackstone in Q4 2015 and held it in 1 quarter.
Mount Lucas Management's Blackstone position peaked at $3.81M in Q4 2015.
522 funds tracked by Wall St. Rank held Blackstone as of Q1 2016.

Based on Mount Lucas Management's 13F filing for Q1 2016, filed 16 May 2016.