PMFA
BGX

Plante Moran Financial Advisors’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Plante Moran Financial Advisors’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
2018
Q3 		– Sell
-5,000
Closed -$82K – 758
2018
Q2 		$82K Buy
+5,000
New +$83.2K 0.04% 249

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Plante Moran Financial Advisors's BGX Position: Q3 2018 in Review

Plante Moran Financial Advisors sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q3 2018, closing a stake of 5,000 shares — an estimated $82K sold.

Plante Moran Financial Advisors first reported a position in BGX in Q2 2018 and held it in 1 quarter. The position peaked at $82K in Q2 2018. 29 funds tracked by Wall St. Rank hold BGX as of Q3 2018.

  • Plante Moran Financial Advisors reported no remaining Blackstone Long-Short Credit Income Fund position as of Q3 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 5,000 Blackstone Long-Short Credit Income Fund shares in Q3 2018, an estimated $82K.
  • Plante Moran Financial Advisors first reported a position in Blackstone Long-Short Credit Income Fund in Q2 2018 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Blackstone Long-Short Credit Income Fund position peaked at $82K in Q2 2018.
  • 29 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q3 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.