SIM
BGX

Sonora Investment Management’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Sonora Investment Management’s Portfolio BGX Stock Details BGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-800
Closed -$8K – 1777
2020
Q1 		$8K Hold
800
– – ﹤0.01% 1139
2019
Q4 		$13K Buy
+800
New +$12.3K ﹤0.01% 1037

Other funds holding BGX

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Sonora Investment Management's BGX Position: Q2 2020 in Review

Sonora Investment Management sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q2 2020, closing a stake of 800 shares — an estimated $8K sold.

Sonora Investment Management first reported a position in BGX in Q4 2019 and held it in 2 quarters. The position peaked at $13K in Q4 2019. 34 funds tracked by Wall St. Rank hold BGX as of Q2 2020.

  • Sonora Investment Management reported no remaining Blackstone Long-Short Credit Income Fund position as of Q2 2020 after selling out during the quarter.
  • Sonora Investment Management sold 800 Blackstone Long-Short Credit Income Fund shares in Q2 2020, an estimated $8K.
  • Sonora Investment Management first reported a position in Blackstone Long-Short Credit Income Fund in Q4 2019 and held it in 2 quarters.
  • Sonora Investment Management's Blackstone Long-Short Credit Income Fund position peaked at $13K in Q4 2019.
  • 34 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q2 2020.

Based on Sonora Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.