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Riverpoint Wealth Management Holdings’s Blackstone BX Stock Holding History

Riverpoint Wealth Management Holdings’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
2017
Q1 		– Sell
-7,250
Closed -$215K – 42
2016
Q4 		$215K Buy
+7,250
New +$188K 0.17% 39

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Riverpoint Wealth Management Holdings's BX Position: Q1 2017 in Review

Riverpoint Wealth Management Holdings sold out of Blackstone (BX) in Q1 2017, closing a stake of 7,250 shares — an estimated $215K sold.

Riverpoint Wealth Management Holdings first reported a position in BX in Q4 2016 and held it in 1 quarter. The position peaked at $215K in Q4 2016. 560 funds tracked by Wall St. Rank hold BX as of Q1 2017.

  • Riverpoint Wealth Management Holdings reported no remaining Blackstone position as of Q1 2017 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 7,250 Blackstone shares in Q1 2017, an estimated $215K.
  • Riverpoint Wealth Management Holdings first reported a position in Blackstone in Q4 2016 and held it in 1 quarter.
  • Riverpoint Wealth Management Holdings's Blackstone position peaked at $215K in Q4 2016.
  • 560 funds tracked by Wall St. Rank held Blackstone as of Q1 2017.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2017, filed 10 May 2017.