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MPS Loria Financial Planners’s Blackstone BX Stock Holding History

MPS Loria Financial Planners’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
2017
Q3 		– Sell
-914
Closed -$29K – 116
2017
Q2 		$29K Buy
+914
New +$28.7K 0.02% 199

Other funds holding BX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

MPS Loria Financial Planners's BX Position: Q3 2017 in Review

MPS Loria Financial Planners sold out of Blackstone (BX) in Q3 2017, closing a stake of 914 shares — an estimated $29K sold.

MPS Loria Financial Planners first reported a position in BX in Q2 2017 and held it in 1 quarter. The position peaked at $29K in Q2 2017. 623 funds tracked by Wall St. Rank hold BX as of Q3 2017.

  • MPS Loria Financial Planners reported no remaining Blackstone position as of Q3 2017 after selling out during the quarter.
  • MPS Loria Financial Planners sold 914 Blackstone shares in Q3 2017, an estimated $29K.
  • MPS Loria Financial Planners first reported a position in Blackstone in Q2 2017 and held it in 1 quarter.
  • MPS Loria Financial Planners's Blackstone position peaked at $29K in Q2 2017.
  • 623 funds tracked by Wall St. Rank held Blackstone as of Q3 2017.

Based on MPS Loria Financial Planners's 13F filing for Q3 2017, filed 24 Oct 2017.