Vilas Fund’s Blackstone BX Stock Holding History

Vilas Fund’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
2019 Q2	–	Sell	-32,000	Closed	-$1.12M	–	29
2019 Q1	$1.12M	Buy	32,000 +4,000	+14%	+$133K	1.56%	18
2018 Q4	$835K	Buy	+28,000	New	+$925K	1.89%	17

Other funds holding BX

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vilas Fund's BX Position: Q2 2019 in Review

Vilas Fund sold out of Blackstone (BX) in Q2 2019, closing a stake of 32,000 shares — an estimated $1.12M sold.

Vilas Fund first reported a position in BX in Q4 2018 and held it in 2 quarters. The position peaked at $1.12M in Q1 2019. 638 funds tracked by Wall St. Rank hold BX as of Q2 2019.

Vilas Fund reported no remaining Blackstone position as of Q2 2019 after selling out during the quarter.
Vilas Fund sold 32,000 Blackstone shares in Q2 2019, an estimated $1.12M.
Vilas Fund first reported a position in Blackstone in Q4 2018 and held it in 2 quarters.
Vilas Fund's Blackstone position peaked at $1.12M in Q1 2019.
638 funds tracked by Wall St. Rank held Blackstone as of Q2 2019.

Based on Vilas Fund's 13F filing for Q2 2019, filed 5 Aug 2019.