SevenBridge Financial Group’s Blackstone BX Stock Holding History

SevenBridge Financial Group’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 Q3	–	Sell	-176	Closed	-$8K	–	199
2019 Q2	$8K	Hold	176	–	–	﹤0.01%	473
2019 Q1	$6K	Hold	176	–	–	﹤0.01%	456
2018 Q4	$5K	Hold	176	–	–	﹤0.01%	435
2018 Q3	$7K	Hold	176	–	–	﹤0.01%	450
2018 Q2	$6K	Hold	176	–	–	﹤0.01%	471
2018 Q1	$6K	Sell	176 -120	-41%	-$4.09K	﹤0.01%	478
2017 Q4	$9K	Sell	296 -1,200	-80%	-$39.1K	0.01%	443
2017 Q3	$50K	Sell	1,496 -600	-29%	-$19.7K	0.03%	253
2017 Q2	$70K	Hold	2,096	–	–	0.04%	218
2017 Q1	$62K	Sell	2,096 -2,851	-58%	-$85.8K	0.04%	219
2016 Q4	$118K	Hold	4,947	–	–	0.09%	174
2016 Q3	$118K	Buy	4,947 +4,827	+4,023%	+$127K	0.09%	173
2016 Q2	$3K	Buy	+120	New	+$3.19K	﹤0.01%	645

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

SevenBridge Financial Group's BX Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Blackstone (BX) in Q3 2019, closing a stake of 176 shares — an estimated $8K sold.

SevenBridge Financial Group first reported a position in BX in Q2 2016 and held it in 13 quarters. The position peaked at $118K in Q4 2016. 840 funds tracked by Wall St. Rank hold BX as of Q3 2019.

SevenBridge Financial Group reported no remaining Blackstone position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 176 Blackstone shares in Q3 2019, an estimated $8K.
SevenBridge Financial Group first reported a position in Blackstone in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's Blackstone position peaked at $118K in Q4 2016.
840 funds tracked by Wall St. Rank held Blackstone as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.