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Scotia Institutional Investments US’s Blackstone BX Stock Holding History

Scotia Institutional Investments US’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
2013
Q3 		$283K Buy
11,589
+9,063
+359% +$202K 0.25% 8
2013
Q2 		$52K Buy
+2,526
New +$52.6K 0.1% 14

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
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Scotia Institutional Investments US's BX Position: Q3 2013 in Review

Scotia Institutional Investments US increased its Blackstone (BX) stake by 359% in Q3 2013, buying an estimated $202K and bringing the position to 11,589 shares worth $283K. The position accounts for 0.25% of the portfolio, ranked #8.

Scotia Institutional Investments US first reported a position in BX in Q2 2013 and has held it in 2 quarters since. 333 funds tracked by Wall St. Rank hold BX as of Q3 2013.

  • Scotia Institutional Investments US held 11,589 shares of Blackstone worth $283K as of Q3 2013.
  • Scotia Institutional Investments US bought 9,063 Blackstone shares in Q3 2013, an estimated $202K.
  • Blackstone made up 0.25% of Scotia Institutional Investments US's portfolio in Q3 2013, its #8 holding.
  • Scotia Institutional Investments US first reported a position in Blackstone in Q2 2013 and has held it in 2 quarters since.
  • 333 funds tracked by Wall St. Rank held Blackstone as of Q3 2013.

Based on Scotia Institutional Investments US's 13F filing for Q3 2013, filed 14 Nov 2013.