MYCIO Wealth Partners’s Blackstone BX Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-17,017	Closed	-$952K	–	77
2019 Q4	$952K	Sell	17,017 -11,816	-41%	-$613K	0.06%	136
2019 Q3	$1.41M	Buy	+28,833	New	+$1.41M	0.1%	86
2019 Q2	–	Sell	-29,704	Closed	-$1.04M	–	407
2019 Q1	$1.04M	Buy	29,704 +186	+0.6%	+$6.21K	0.09%	100
2018 Q4	$880K	Sell	29,518 -2,064	-7%	-$68.2K	0.08%	111
2018 Q3	$1.2M	Sell	31,582 -886	-3%	-$32K	0.12%	81
2018 Q2	$1.04M	Buy	32,468 +9,868	+44%	+$314K	0.11%	88
2018 Q1	$722K	Sell	22,600 -2,500	-10%	-$85.2K	0.08%	98
2017 Q4	$804K	Sell	25,100 -10,377	-29%	-$338K	0.09%	94
2017 Q3	$1.18M	Buy	35,477 +50	+0.1%	+$1.65K	0.13%	73
2017 Q2	$1.18M	Buy	35,427 +11,000	+45%	+$345K	0.14%	68
2017 Q1	$725K	Hold	24,427	–	–	0.09%	107
2016 Q4	$660K	Sell	24,427 -11,000	-31%	-$285K	0.09%	101
2016 Q3	$904K	Sell	35,427 -5,000	-12%	-$132K	0.15%	64
2016 Q2	$992K	Sell	40,427 -25,000	-38%	-$665K	0.17%	57
2016 Q1	$1.83M	Buy	65,427 +7,927	+14%	+$209K	0.33%	32
2015 Q4	$1.68M	Sell	57,500 -74	-0.1%	-$2.36K	0.3%	33
2015 Q3	$1.79M	Buy	57,574 +10,190	+22%	+$369K	0.37%	28
2015 Q2	$1.9M	Hold	47,384	–	–	0.37%	29
2015 Q1	$1.81M	Buy	47,384 +2,038	+4%	+$73.7K	0.37%	27
2014 Q4	$1.5M	Buy	45,346 +2,548	+6%	+$79.7K	0.32%	33
2014 Q3	$1.32M	Hold	42,798	–	–	0.31%	35
2014 Q2	$1.4M	Sell	42,798 -1,019	-2%	-$31.4K	0.32%	33
2014 Q1	$1.43M	Buy	43,817 +3,057	+8%	+$97.5K	0.35%	33
2013 Q4	$1.26M	Sell	40,760 -10,190	-20%	-$278K	0.31%	36
2013 Q3	$1.25M	Hold	50,950	–	–	0.34%	29
2013 Q2	$1.05M	Buy	+50,950	New	+$1.06M	0.29%	36

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 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

MYCIO Wealth Partners's BX Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Blackstone (BX) in Q1 2020, closing a stake of 17,017 shares — an estimated $952K sold.

MYCIO Wealth Partners first reported a position in BX in Q2 2013 and held it in 26 quarters. The position peaked at $1.9M in Q2 2015. 1,005 funds tracked by Wall St. Rank hold BX as of Q1 2020.

MYCIO Wealth Partners reported no remaining Blackstone position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 17,017 Blackstone shares in Q1 2020, an estimated $952K.
MYCIO Wealth Partners first reported a position in Blackstone in Q2 2013 and held it in 26 quarters.
MYCIO Wealth Partners's Blackstone position peaked at $1.9M in Q2 2015.
1,005 funds tracked by Wall St. Rank held Blackstone as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.