RDM
BX icon

Retirement Design & Management’s Blackstone BX Stock Holding History

Retirement Design & Management’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-23,900
Closed -$587K – 10
2016
Q2 		$587K Buy
23,900
+225
+1% +$5.99K 0.37% 48
2016
Q1 		$664K Sell
23,675
-932
-4% -$24.6K 0.47% 44
2015
Q4 		$720K Sell
24,607
-1,415
-5% -$45.1K 0.4% 48
2015
Q3 		$809K Buy
26,022
+33
+0.1% +$1.19K 0.84% 34
2015
Q2 		$1.04M Buy
25,989
+1,358
+6% +$55.8K 0.9% 33
2015
Q1 		$938K Buy
+24,631
New +$890K 0.82% 37

Other funds holding BX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Retirement Design & Management's BX Position: Q3 2016 in Review

Retirement Design & Management sold out of Blackstone (BX) in Q3 2016, closing a stake of 23,900 shares — an estimated $587K sold.

Retirement Design & Management first reported a position in BX in Q1 2015 and held it in 6 quarters. The position peaked at $1.04M in Q2 2015. 506 funds tracked by Wall St. Rank hold BX as of Q3 2016.

  • Retirement Design & Management reported no remaining Blackstone position as of Q3 2016 after selling out during the quarter.
  • Retirement Design & Management sold 23,900 Blackstone shares in Q3 2016, an estimated $587K.
  • Retirement Design & Management first reported a position in Blackstone in Q1 2015 and held it in 6 quarters.
  • Retirement Design & Management's Blackstone position peaked at $1.04M in Q2 2015.
  • 506 funds tracked by Wall St. Rank held Blackstone as of Q3 2016.

Based on Retirement Design & Management's 13F filing for Q3 2016.