SWP
BGB

Stratos Wealth Partners’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Stratos Wealth Partners’s Portfolio BGB Stock Details BGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-300
Closed -$5K – 982
2018
Q3 		$5K Buy
+300
New +$4.79K ﹤0.01% 2431

Other funds holding BGB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return

Stratos Wealth Partners's BGB Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q4 2018, closing a stake of 300 shares — an estimated $5K sold.

Stratos Wealth Partners first reported a position in BGB in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 74 funds tracked by Wall St. Rank hold BGB as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 300 Blackstone Strategic Credit 2027 Term Fund shares in Q4 2018, an estimated $5K.
  • Stratos Wealth Partners first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q3 2018 and held it in 1 quarter.
  • Stratos Wealth Partners's Blackstone Strategic Credit 2027 Term Fund position peaked at $5K in Q3 2018.
  • 74 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.