Truist Financial
BGX

Truist Financial’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Truist Financial’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
Q4 		– Sell
-11,600
Closed -$149K – 2549
2020
Q3 		$149K Sell
11,600
-2,600
-18% -$32.5K ﹤0.01% 2311
2020
Q2 		$171K Sell
14,200
-2,850
-17% -$32.5K ﹤0.01% 2223
2020
Q1 		$180K Sell
17,050
-4,100
-19% -$59.5K ﹤0.01% 2149
2019
Q4 		$331K Buy
+21,150
New +$326K ﹤0.01% 2087

Other funds holding BGX

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Truist Financial's BGX Position: Q4 2020 in Review

Truist Financial sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q4 2020, closing a stake of 11,600 shares — an estimated $149K sold.

Truist Financial first reported a position in BGX in Q4 2019 and held it in 4 quarters. The position peaked at $331K in Q4 2019. 43 funds tracked by Wall St. Rank hold BGX as of Q4 2020.

  • Truist Financial reported no remaining Blackstone Long-Short Credit Income Fund position as of Q4 2020 after selling out during the quarter.
  • Truist Financial sold 11,600 Blackstone Long-Short Credit Income Fund shares in Q4 2020, an estimated $149K.
  • Truist Financial first reported a position in Blackstone Long-Short Credit Income Fund in Q4 2019 and held it in 4 quarters.
  • Truist Financial's Blackstone Long-Short Credit Income Fund position peaked at $331K in Q4 2019.
  • 43 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q4 2020.

Based on Truist Financial's 13F filing for Q4 2020, filed 18 Feb 2021.