Salient Private Client’s Blackstone BX Stock Holding History

Salient Private Client’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
2018 Q3	$714K	Sell	18,757 -580	-3%	-$21K	0.14%	81
2018 Q2	$622K	Sell	19,337 -14,500	-43%	-$461K	0.1%	99
2018 Q1	$1.08M	Buy	33,837 +17	+0.1%	+$580	0.19%	84
2017 Q4	$1.08M	Buy	+33,820	New	+$1.1M	0.22%	72

Other funds holding BX

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Salient Private Client's BX Position: Q3 2018 in Review

Salient Private Client reduced its Blackstone (BX) stake by 3% in Q3 2018, selling an estimated $21K and leaving 18,757 shares worth $714K. The position accounts for 0.14% of the portfolio, ranked #81.

Salient Private Client first reported a position in BX in Q4 2017 and has held it in 4 quarters since. The position peaked at $1.08M in Q4 2017. 701 funds tracked by Wall St. Rank hold BX as of Q3 2018.

Salient Private Client held 18,757 shares of Blackstone worth $714K as of Q3 2018.
Salient Private Client sold 580 Blackstone shares in Q3 2018, an estimated $21K.
Blackstone made up 0.14% of Salient Private Client's portfolio in Q3 2018, its #81 holding.
Salient Private Client first reported a position in Blackstone in Q4 2017 and has held it in 4 quarters since.
Salient Private Client's Blackstone position peaked at $1.08M in Q4 2017.
701 funds tracked by Wall St. Rank held Blackstone as of Q3 2018.

Based on Salient Private Client's 13F filing for Q3 2018, filed 14 Nov 2018.