OFG
BGB

OTA Financial Group’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

OTA Financial Group’s Portfolio BGB Stock Details BGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-20,209
Closed -$213K – 52
2022
Q4 		$213K Buy
+20,209
New +$216K 0.21% 65

Other funds holding BGB

CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

OTA Financial Group's BGB Position: Q1 2023 in Review

OTA Financial Group sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q1 2023, closing a stake of 20,209 shares — an estimated $213K sold.

OTA Financial Group first reported a position in BGB in Q4 2022 and held it in 1 quarter. The position peaked at $213K in Q4 2022. 92 funds tracked by Wall St. Rank hold BGB as of Q1 2023.

  • OTA Financial Group reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q1 2023 after selling out during the quarter.
  • OTA Financial Group sold 20,209 Blackstone Strategic Credit 2027 Term Fund shares in Q1 2023, an estimated $213K.
  • OTA Financial Group first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q4 2022 and held it in 1 quarter.
  • OTA Financial Group's Blackstone Strategic Credit 2027 Term Fund position peaked at $213K in Q4 2022.
  • 92 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q1 2023.

Based on OTA Financial Group's 13F filing for Q1 2023, filed 4 May 2023.