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Rothschild & Co Wealth Management (UK)’s Blackstone BX Stock Holding History

Rothschild & Co Wealth Management (UK)’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
2015
Q3 		– Sell
-414
Closed -$17K – 45
2015
Q2 		$17K Buy
+414
New +$17K ﹤0.01% 49

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s BX Position: Q3 2015 in Review

Rothschild & Co Wealth Management (UK) sold out of Blackstone (BX) in Q3 2015, closing a stake of 414 shares — an estimated $17K sold.

Rothschild & Co Wealth Management (UK) first reported a position in BX in Q2 2015 and held it in 1 quarter. The position peaked at $17K in Q2 2015. 523 funds tracked by Wall St. Rank hold BX as of Q3 2015.

  • Rothschild & Co Wealth Management (UK) reported no remaining Blackstone position as of Q3 2015 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 414 Blackstone shares in Q3 2015, an estimated $17K.
  • Rothschild & Co Wealth Management (UK) first reported a position in Blackstone in Q2 2015 and held it in 1 quarter.
  • Rothschild & Co Wealth Management (UK)'s Blackstone position peaked at $17K in Q2 2015.
  • 523 funds tracked by Wall St. Rank held Blackstone as of Q3 2015.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q3 2015, filed 19 Dec 2019.