NFG
BGX

Next Financial Group’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Next Financial Group’s Portfolio BGX Stock Details BGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-38,134
Closed -$402K – 729
2020
Q1 		$402K Buy
38,134
+3,413
+10% +$49.5K 0.05% 322
2019
Q4 		$543K Buy
+34,721
New +$535K 0.06% 348

Other funds holding BGX

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Next Financial Group's BGX Position: Q2 2020 in Review

Next Financial Group sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q2 2020, closing a stake of 38,134 shares — an estimated $402K sold.

Next Financial Group first reported a position in BGX in Q4 2019 and held it in 2 quarters. The position peaked at $543K in Q4 2019. 34 funds tracked by Wall St. Rank hold BGX as of Q2 2020.

  • Next Financial Group reported no remaining Blackstone Long-Short Credit Income Fund position as of Q2 2020 after selling out during the quarter.
  • Next Financial Group sold 38,134 Blackstone Long-Short Credit Income Fund shares in Q2 2020, an estimated $402K.
  • Next Financial Group first reported a position in Blackstone Long-Short Credit Income Fund in Q4 2019 and held it in 2 quarters.
  • Next Financial Group's Blackstone Long-Short Credit Income Fund position peaked at $543K in Q4 2019.
  • 34 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.