PFS
BGB

Prospera Financial Services’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Prospera Financial Services’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
2019
Q1 		– Sell
-28,700
Closed -$395K – 334
2018
Q4 		$395K Buy
28,700
+8,201
+40% +$121K 0.08% 240
2018
Q3 		$325K Buy
20,499
+4,837
+31% +$77.2K 0.06% 294
2018
Q2 		$248K Buy
15,662
+1,184
+8% +$18.8K 0.03% 393
2018
Q1 		$230K Buy
+14,478
New +$229K 0.03% 394

Other funds holding BGB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return