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Squar Milner Financial Services’s Blackstone Mortgage Trust BXMT Stock Holding History

Squar Milner Financial Services’s Portfolio BXMT Stock Details BXMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-160
Closed -$5K – 743
2018
Q3 		$5K Hold
160
– – ﹤0.01% 592
2018
Q2 		$5K Buy
+160
New +$5.04K ﹤0.01% 684

Other funds holding BXMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GAM
GVO Asset Management Zug, Switzerland $1.07M AUM 24.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Squar Milner Financial Services's BXMT Position: Q4 2018 in Review

Squar Milner Financial Services sold out of Blackstone Mortgage Trust (BXMT) in Q4 2018, closing a stake of 160 shares — an estimated $5K sold.

Squar Milner Financial Services first reported a position in BXMT in Q2 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 320 funds tracked by Wall St. Rank hold BXMT as of Q4 2018.

  • Squar Milner Financial Services reported no remaining Blackstone Mortgage Trust position as of Q4 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 160 Blackstone Mortgage Trust shares in Q4 2018, an estimated $5K.
  • Squar Milner Financial Services first reported a position in Blackstone Mortgage Trust in Q2 2018 and held it in 2 quarters.
  • Squar Milner Financial Services's Blackstone Mortgage Trust position peaked at $5K in Q3 2018.
  • 320 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2018.

Based on Squar Milner Financial Services's 13F filing for Q4 2018, filed 13 Feb 2019.