Pacific Sun Financial’s Blackstone BX Stock Holding History

Pacific Sun Financial’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 Q1	–	Sell	-84,623	Closed	-$2.71M	–	128
2017 Q4	$2.71M	Buy	+84,623	New	+$2.76M	1.48%	19

Other funds holding BX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Pacific Sun Financial's BX Position: Q1 2018 in Review

Pacific Sun Financial sold out of Blackstone (BX) in Q1 2018, closing a stake of 84,623 shares — an estimated $2.71M sold.

Pacific Sun Financial first reported a position in BX in Q4 2017 and held it in 1 quarter. The position peaked at $2.71M in Q4 2017. 672 funds tracked by Wall St. Rank hold BX as of Q1 2018.

Pacific Sun Financial reported no remaining Blackstone position as of Q1 2018 after selling out during the quarter.
Pacific Sun Financial sold 84,623 Blackstone shares in Q1 2018, an estimated $2.71M.
Pacific Sun Financial first reported a position in Blackstone in Q4 2017 and held it in 1 quarter.
Pacific Sun Financial's Blackstone position peaked at $2.71M in Q4 2017.
672 funds tracked by Wall St. Rank held Blackstone as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.