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Robert N. Shapiro’s Blackstone BX Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$59K Sell
1,758
-993
-36% -$31.1K 0.01% 425
2014
Q3 		$85K Buy
2,751
+1,732
+170% +$56.4K 0.02% 395
2014
Q2 		$33K Buy
+1,019
New +$31.4K 0.01% 520
2013
Q3 		– Sell
-204
Closed -$4K – 1002
2013
Q2 		$4K Buy
+204
New +$4.25K ﹤0.01% 842

Other funds holding BX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Robert N. Shapiro's BX Position: Q4 2014 in Review

Robert N. Shapiro reduced its Blackstone (BX) stake by 36% in Q4 2014, selling an estimated $31.1K and leaving 1,758 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #425.

Robert N. Shapiro first reported a position in BX in Q2 2013 and has held it in 4 quarters since. The position peaked at $85K in Q3 2014. 466 funds tracked by Wall St. Rank hold BX as of Q4 2014.

  • Robert N. Shapiro held 1,758 shares of Blackstone worth $59K as of Q4 2014.
  • Robert N. Shapiro sold 993 Blackstone shares in Q4 2014, an estimated $31.1K.
  • Blackstone made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #425 holding.
  • Robert N. Shapiro first reported a position in Blackstone in Q2 2013 and has held it in 4 quarters since.
  • Robert N. Shapiro's Blackstone position peaked at $85K in Q3 2014.
  • 466 funds tracked by Wall St. Rank held Blackstone as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.