Spectrum Financial Alliance’s Blackstone BX Stock Holding History

Spectrum Financial Alliance’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 Q1	–	Sell	-400	Closed	-$11K	–	29
2018 Q4	$11K	Hold	400	–	–	0.01%	62
2018 Q3	$15K	Hold	400	–	–	0.01%	61
2018 Q2	$12K	Hold	400	–	–	0.01%	65
2018 Q1	$12K	Buy	+400	New	+$13.6K	0.01%	63

Other funds holding BX

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

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Spectrum Financial Alliance's BX Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of Blackstone (BX) in Q1 2019, closing a stake of 400 shares — an estimated $11K sold.

Spectrum Financial Alliance first reported a position in BX in Q1 2018 and held it in 4 quarters. The position peaked at $15K in Q3 2018. 731 funds tracked by Wall St. Rank hold BX as of Q1 2019.

Spectrum Financial Alliance reported no remaining Blackstone position as of Q1 2019 after selling out during the quarter.
Spectrum Financial Alliance sold 400 Blackstone shares in Q1 2019, an estimated $11K.
Spectrum Financial Alliance first reported a position in Blackstone in Q1 2018 and held it in 4 quarters.
Spectrum Financial Alliance's Blackstone position peaked at $15K in Q3 2018.
731 funds tracked by Wall St. Rank held Blackstone as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.