RRCM
BGX

Rappaport Reiches Capital Management’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Rappaport Reiches Capital Management’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
2022
Q4 		– Sell
-20,000
Closed -$218K – 82
2022
Q3 		$218K Hold
20,000
– – 0.11% 67
2022
Q2 		$230K Hold
20,000
– – 0.12% 68
2022
Q1 		$269K Buy
+20,000
New +$280K 0.14% 66

Other funds holding BGX

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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

Rappaport Reiches Capital Management's BGX Position: Q4 2022 in Review

Rappaport Reiches Capital Management sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q4 2022, closing a stake of 20,000 shares — an estimated $218K sold.

Rappaport Reiches Capital Management first reported a position in BGX in Q1 2022 and held it in 3 quarters. The position peaked at $269K in Q1 2022. 44 funds tracked by Wall St. Rank hold BGX as of Q4 2022.

  • Rappaport Reiches Capital Management reported no remaining Blackstone Long-Short Credit Income Fund position as of Q4 2022 after selling out during the quarter.
  • Rappaport Reiches Capital Management sold 20,000 Blackstone Long-Short Credit Income Fund shares in Q4 2022, an estimated $218K.
  • Rappaport Reiches Capital Management first reported a position in Blackstone Long-Short Credit Income Fund in Q1 2022 and held it in 3 quarters.
  • Rappaport Reiches Capital Management's Blackstone Long-Short Credit Income Fund position peaked at $269K in Q1 2022.
  • 44 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q4 2022.

Based on Rappaport Reiches Capital Management's 13F filing for Q4 2022, filed 23 Aug 2023.