VIA
BX icon

Vantage Investment Advisors’s Blackstone BX Stock Holding History

Vantage Investment Advisors’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
2017
Q3 		– Sell
-400
Closed -$13K – 801
2017
Q2 		$13K Buy
+400
New +$12.5K ﹤0.01% 496
2016
Q4 		– Sell
-130
Closed – – 806
2016
Q3 		$0 Sell
130
-171
-57% -$4.51K ﹤0.01% 783
2016
Q2 		$7K Sell
301
-27,623
-99% -$735K ﹤0.01% 577
2016
Q1 		$783K Buy
27,924
+3,691
+15% +$97.5K 0.35% 59
2015
Q4 		$709K Buy
24,233
+23,897
+7,112% +$762K 0.36% 57
2015
Q3 		$10K Hold
336
– – 0.01% 490
2015
Q2 		$13K Sell
336
-133
-28% -$5.46K 0.01% 432
2015
Q1 		$18K Buy
469
+133
+40% +$4.81K 0.01% 503
2014
Q4 		$11K Sell
336
-112
-25% -$3.5K 0.01% 480
2014
Q3 		$14K Sell
448
-102
-19% -$3.32K 0.01% 421
2014
Q2 		$18K Hold
550
– – 0.01% 397
2014
Q1 		$18K Buy
550
+336
+157% +$10.7K 0.01% 360
2013
Q4 		$7K Buy
+214
New +$5.83K ﹤0.01% 443

Other funds holding BX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vantage Investment Advisors's BX Position: Q3 2017 in Review

Vantage Investment Advisors sold out of Blackstone (BX) in Q3 2017, closing a stake of 400 shares — an estimated $13K sold.

Vantage Investment Advisors first reported a position in BX in Q4 2013 and held it in 13 quarters. The position peaked at $783K in Q1 2016. 623 funds tracked by Wall St. Rank hold BX as of Q3 2017.

  • Vantage Investment Advisors reported no remaining Blackstone position as of Q3 2017 after selling out during the quarter.
  • Vantage Investment Advisors sold 400 Blackstone shares in Q3 2017, an estimated $13K.
  • Vantage Investment Advisors first reported a position in Blackstone in Q4 2013 and held it in 13 quarters.
  • Vantage Investment Advisors's Blackstone position peaked at $783K in Q1 2016.
  • 623 funds tracked by Wall St. Rank held Blackstone as of Q3 2017.

Based on Vantage Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.