New England Private Wealth Advisors’s Blackstone BX Stock Holding History

New England Private Wealth Advisors’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
2018 Q4	–	Sell	-6,000	Closed	-$228K	–	147
2018 Q3	$228K	Buy	+6,000	New	+$217K	0.06%	133
2017 Q4	–	Sell	-6,000	Closed	-$200K	–	146
2017 Q3	$200K	Buy	+6,000	New	+$197K	0.06%	135

Other funds holding BX

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

New England Private Wealth Advisors's BX Position: Q4 2018 in Review

New England Private Wealth Advisors sold out of Blackstone (BX) in Q4 2018, closing a stake of 6,000 shares — an estimated $228K sold.

New England Private Wealth Advisors first reported a position in BX in Q3 2017 and held it in 2 quarters. The position peaked at $228K in Q3 2018. 707 funds tracked by Wall St. Rank hold BX as of Q4 2018.

New England Private Wealth Advisors reported no remaining Blackstone position as of Q4 2018 after selling out during the quarter.
New England Private Wealth Advisors sold 6,000 Blackstone shares in Q4 2018, an estimated $228K.
New England Private Wealth Advisors first reported a position in Blackstone in Q3 2017 and held it in 2 quarters.
New England Private Wealth Advisors's Blackstone position peaked at $228K in Q3 2018.
707 funds tracked by Wall St. Rank held Blackstone as of Q4 2018.

Based on New England Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.