Wealthfront’s Blackstone BX Stock Holding History

Wealthfront’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
2015 Q4	–	Sell	-124	Closed	-$4K	–	388
2015 Q3	$4K	Sell	124 -114	-48%	-$4.12K	﹤0.01%	1119
2015 Q2	$10K	Sell	238 -53	-18%	-$2.18K	﹤0.01%	823
2015 Q1	$11K	Sell	291 -1,416	-83%	-$51.2K	﹤0.01%	617
2014 Q4	$57K	Buy	+1,707	New	+$53.4K	﹤0.01%	458
2014 Q3	–	Sell	-178	Closed	-$6K	–	672
2014 Q2	$6K	Buy	+178	New	+$5.49K	﹤0.01%	531

Other funds holding BX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealthfront's BX Position: Q4 2015 in Review

Wealthfront sold out of Blackstone (BX) in Q4 2015, closing a stake of 124 shares — an estimated $4K sold.

Wealthfront first reported a position in BX in Q2 2014 and held it in 5 quarters. The position peaked at $57K in Q4 2014. 524 funds tracked by Wall St. Rank hold BX as of Q4 2015.

Wealthfront reported no remaining Blackstone position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 124 Blackstone shares in Q4 2015, an estimated $4K.
Wealthfront first reported a position in Blackstone in Q2 2014 and held it in 5 quarters.
Wealthfront's Blackstone position peaked at $57K in Q4 2014.
524 funds tracked by Wall St. Rank held Blackstone as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.