NCM
BX icon

Nelson Capital Management’s Blackstone BX Stock Holding History

Nelson Capital 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
2014
Q4 		– Sell
-255
Closed -$8K – 307
2014
Q3 		$8K Hold
255
– – ﹤0.01% 248
2014
Q2 		$8K Sell
255
-102
-29% -$3.15K ﹤0.01% 250
2014
Q1 		$12K Hold
357
– – 0.01% 189
2013
Q4 		$11K Hold
357
– – ﹤0.01% 179
2013
Q3 		$9K Hold
357
– – ﹤0.01% 185
2013
Q2 		$7K Buy
+357
New +$7.43K ﹤0.01% 193

Other funds holding BX

Fidelity Investments
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Nelson Capital Management's BX Position: Q4 2014 in Review

Nelson Capital Management sold out of Blackstone (BX) in Q4 2014, closing a stake of 255 shares — an estimated $8K sold.

Nelson Capital Management first reported a position in BX in Q2 2013 and held it in 6 quarters. The position peaked at $12K in Q1 2014. 466 funds tracked by Wall St. Rank hold BX as of Q4 2014.

  • Nelson Capital Management reported no remaining Blackstone position as of Q4 2014 after selling out during the quarter.
  • Nelson Capital Management sold 255 Blackstone shares in Q4 2014, an estimated $8K.
  • Nelson Capital Management first reported a position in Blackstone in Q2 2013 and held it in 6 quarters.
  • Nelson Capital Management's Blackstone position peaked at $12K in Q1 2014.
  • 466 funds tracked by Wall St. Rank held Blackstone as of Q4 2014.

Based on Nelson Capital Management's 13F filing for Q4 2014, filed 9 Feb 2015.