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National Planning Corporation’s Blackstone BX Stock Holding History

National Planning Corporation’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
Q4 		– Sell
-31,543
Closed -$1.05M – 115
2017
Q3 		$1.05M Sell
31,543
-15,692
-33% -$516K 0.09% 224
2017
Q2 		$1.56M Buy
47,235
+9,867
+26% +$309K 0.12% 192
2017
Q1 		$1.11M Sell
37,368
-3,929
-10% -$118K 0.08% 223
2016
Q4 		$1.27M Sell
41,297
-74,399
-64% -$1.93M 0.1% 199
2016
Q3 		$2.76M Sell
115,696
-13,734
-11% -$362K 0.22% 99
2016
Q2 		$3.36M Sell
129,430
-15,188
-11% -$404K 0.26% 86
2016
Q1 		$3.86M Sell
144,618
-8,432
-6% -$223K 0.34% 68
2015
Q4 		$4.05M Buy
153,050
+5,618
+4% +$179K 0.33% 66
2015
Q3 		$4.88M Buy
147,432
+11,289
+8% +$408K 0.45% 50
2015
Q2 		$5.07M Buy
136,143
+41,289
+44% +$1.7M 0.46% 47
2015
Q1 		$3.94M Buy
94,854
+519
+0.6% +$18.8K 0.35% 61
2014
Q4 		$3.1M Buy
94,335
+3,340
+4% +$105K 0.22% 84
2014
Q3 		$2.79M Buy
90,995
+75,548
+489% +$2.46M 0.21% 88
2014
Q2 		$507K Buy
15,447
+6,971
+82% +$215K 0.04% 390
2014
Q1 		$277K Sell
8,476
-32
-0.4% -$1.02K 0.02% 562
2013
Q4 		$264K Sell
8,508
-1,675
-16% -$45.7K 0.02% 556
2013
Q3 		$245K Buy
+10,183
New +$227K 0.02% 536

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

National Planning Corporation's BX Position: Q4 2017 in Review

National Planning Corporation sold out of Blackstone (BX) in Q4 2017, closing a stake of 31,543 shares — an estimated $1.05M sold.

National Planning Corporation first reported a position in BX in Q3 2013 and held it in 17 quarters. The position peaked at $5.07M in Q2 2015. 641 funds tracked by Wall St. Rank hold BX as of Q4 2017.

  • National Planning Corporation reported no remaining Blackstone position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 31,543 Blackstone shares in Q4 2017, an estimated $1.05M.
  • National Planning Corporation first reported a position in Blackstone in Q3 2013 and held it in 17 quarters.
  • National Planning Corporation's Blackstone position peaked at $5.07M in Q2 2015.
  • 641 funds tracked by Wall St. Rank held Blackstone as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.