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US Global Investors Funds’s Blackstone BX Stock Holding History

US Global Investors Funds’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
2013
Q4 		$63K Buy
+2,038
New +$55.6K 0.01% 303

Other funds holding BX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

US Global Investors Funds's BX Position: Q4 2013 in Review

US Global Investors Funds opened a new position in Blackstone (BX) in Q4 2013: 2,038 shares worth $63K. The stake represents 0.01% of the portfolio and ranks #303 among its holdings.

359 funds tracked by Wall St. Rank hold BX as of Q4 2013.

  • US Global Investors Funds held 2,038 shares of Blackstone worth $63K as of Q4 2013.
  • Blackstone was a new US Global Investors Funds position in Q4 2013.
  • Blackstone made up 0.01% of US Global Investors Funds's portfolio in Q4 2013, its #303 holding.
  • 359 funds tracked by Wall St. Rank held Blackstone as of Q4 2013.

Based on US Global Investors Funds's 13F filing for Q4 2013, filed 18 Feb 2014.