PFPT
BGB

Pinnacle Financial Partners (Tennessee)’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
Q3 		– Sell
-2,234
Closed -$24.4K – 518
2023
Q2 		$24.4K Hold
2,234
– – ﹤0.01% 467
2023
Q1 		$23.8K Hold
2,234
– – ﹤0.01% 464
2022
Q4 		$23.6K Hold
2,234
– – ﹤0.01% 453
2022
Q3 		$24K Hold
2,234
– – ﹤0.01% 446
2022
Q2 		$25K Hold
2,234
– – ﹤0.01% 394
2022
Q1 		$29K Hold
2,234
– – ﹤0.01% 404
2021
Q4 		$30K Hold
2,234
– – ﹤0.01% 429
2021
Q3 		$31K Hold
2,234
– – ﹤0.01% 421
2021
Q2 		$31K Hold
2,234
– – ﹤0.01% 415
2021
Q1 		$28K Hold
2,234
– – ﹤0.01% 384
2020
Q4 		$27K Hold
2,234
– – ﹤0.01% 383
2020
Q3 		$27K Hold
2,234
– – ﹤0.01% 375
2020
Q2 		$26K Hold
2,234
– – ﹤0.01% 361
2020
Q1 		$23K Sell
2,234
-2,814
-56% -$37.8K ﹤0.01% 362
2019
Q4 		$73K Buy
+5,048
New +$71.2K ﹤0.01% 375
2019
Q2 		– Sell
-15,776
Closed -$225K – 358
2019
Q1 		$225K Hold
15,776
– – 0.02% 312
2018
Q4 		$213K Hold
15,776
– – 0.02% 302
2018
Q3 		$251K Hold
15,776
– – 0.02% 298
2018
Q2 		$249K Sell
15,776
-1,095
-6% -$17.4K 0.02% 283
2018
Q1 		$268K Hold
16,871
– – 0.03% 273
2017
Q4 		$265K Buy
+16,871
New +$268K 0.03% 273
2017
Q3 		– Sell
-16,871
Closed -$269K – 295
2017
Q2 		$269K Hold
16,871
– – 0.04% 255
2017
Q1 		$267K Buy
16,871
+2,814
+20% +$44.5K 0.05% 209
2016
Q4 		$216K Buy
14,057
+1,095
+8% +$16.3K 0.05% 223
2016
Q3 		$193K Buy
+12,962
New +$192K 0.04% 266

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 $701M AUM 15.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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 $1.66B AUM 59.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 0.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s BGB Position: Q3 2023 in Review

Pinnacle Financial Partners (Tennessee) sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q3 2023, closing a stake of 2,234 shares — an estimated $24.4K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in BGB in Q3 2016 and held it in 25 quarters. The position peaked at $269K in Q2 2017. 99 funds tracked by Wall St. Rank hold BGB as of Q3 2023.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q3 2023 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 2,234 Blackstone Strategic Credit 2027 Term Fund shares in Q3 2023, an estimated $24.4K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q3 2016 and held it in 25 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Blackstone Strategic Credit 2027 Term Fund position peaked at $269K in Q2 2017.
  • 99 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q3 2023.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2023, filed 3 Nov 2023.