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Rowland Carmichael Advisors’s Blackstone BX Stock Holding History

Rowland Carmichael Advisors’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
Q2 		– Sell
-8,276
Closed -$232K – 297
2016
Q1 		$232K Buy
+8,276
New +$219K 0.21% 123

Other funds holding BX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Rowland Carmichael Advisors's BX Position: Q2 2016 in Review

Rowland Carmichael Advisors sold out of Blackstone (BX) in Q2 2016, closing a stake of 8,276 shares — an estimated $232K sold.

Rowland Carmichael Advisors first reported a position in BX in Q1 2016 and held it in 1 quarter. The position peaked at $232K in Q1 2016. 502 funds tracked by Wall St. Rank hold BX as of Q2 2016.

  • Rowland Carmichael Advisors reported no remaining Blackstone position as of Q2 2016 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 8,276 Blackstone shares in Q2 2016, an estimated $232K.
  • Rowland Carmichael Advisors first reported a position in Blackstone in Q1 2016 and held it in 1 quarter.
  • Rowland Carmichael Advisors's Blackstone position peaked at $232K in Q1 2016.
  • 502 funds tracked by Wall St. Rank held Blackstone as of Q2 2016.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2016, filed 10 Feb 2020.