RPg Family Wealth Advisory’s Blackstone BX Stock Holding History

RPg Family Wealth Advisory’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
2019 Q2	–	Sell	-1,090	Closed	-$38.1K	–	285
2019 Q1	$38.1K	Hold	1,090	–	–	0.02%	183
2018 Q4	$32.5K	Buy	+1,090	New	+$36K	0.03%	131
2018 Q2	–	Sell	-1,090	Closed	-$34.8K	–	236
2018 Q1	$34.8K	Buy	+1,090	New	+$37.2K	0.03%	153
2017 Q3	–	Sell	-1,102	Closed	-$36.8K	–	281
2017 Q2	$36.8K	Buy	+1,102	New	+$34.6K	0.03%	192
2017 Q1	–	Sell	-378	Closed	-$10.2K	–	281
2016 Q4	$10.2K	Buy	+378	New	+$9.81K	0.01%	257

Other funds holding BX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

RPg Family Wealth Advisory's BX Position: Q2 2019 in Review

RPg Family Wealth Advisory sold out of Blackstone (BX) in Q2 2019, closing a stake of 1,090 shares — an estimated $38.1K sold.

RPg Family Wealth Advisory first reported a position in BX in Q4 2016 and held it in 5 quarters. The position peaked at $38.1K in Q1 2019. 638 funds tracked by Wall St. Rank hold BX as of Q2 2019.

RPg Family Wealth Advisory reported no remaining Blackstone position as of Q2 2019 after selling out during the quarter.
RPg Family Wealth Advisory sold 1,090 Blackstone shares in Q2 2019, an estimated $38.1K.
RPg Family Wealth Advisory first reported a position in Blackstone in Q4 2016 and held it in 5 quarters.
RPg Family Wealth Advisory's Blackstone position peaked at $38.1K in Q1 2019.
638 funds tracked by Wall St. Rank held Blackstone as of Q2 2019.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2019, filed 13 Aug 2019.