PFGIA
BGX

Patriot Financial Group Insurance Agency’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Patriot Financial Group Insurance Agency’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
2017
Q2 		– Sell
-488
Closed -$8K – 915
2017
Q1 		$8K Sell
488
-642
-57% -$10.4K 0.01% 525
2016
Q4 		$18K Buy
+1,130
New +$17.4K 0.02% 355

Other funds holding BGX

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BGX Position: Q2 2017 in Review

Patriot Financial Group Insurance Agency sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q2 2017, closing a stake of 488 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in BGX in Q4 2016 and held it in 2 quarters. The position peaked at $18K in Q4 2016. 32 funds tracked by Wall St. Rank hold BGX as of Q2 2017.

  • Patriot Financial Group Insurance Agency reported no remaining Blackstone Long-Short Credit Income Fund position as of Q2 2017 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 488 Blackstone Long-Short Credit Income Fund shares in Q2 2017, an estimated $8K.
  • Patriot Financial Group Insurance Agency first reported a position in Blackstone Long-Short Credit Income Fund in Q4 2016 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Blackstone Long-Short Credit Income Fund position peaked at $18K in Q4 2016.
  • 32 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q2 2017.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2017, filed 8 Aug 2017.