WealthTrust-Arizona’s Blackstone BX Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$1K	Hold	41	–	–	﹤0.01%	605
2018 Q3	$2K	Buy	+41	New	+$1.48K	﹤0.01%	581
2017 Q4	–	Sell	-982	Closed	-$33K	–	651
2017 Q3	$33K	Sell	982 -1,498	-60%	-$49.3K	0.02%	210
2017 Q2	$83K	Buy	2,480 +980	+65%	+$30.7K	0.04%	107
2017 Q1	$45K	Buy	1,500 +500	+50%	+$15K	0.02%	169
2016 Q4	$27K	Sell	1,000 -300	-23%	-$7.79K	0.02%	209
2016 Q3	$33K	Hold	1,300	–	–	0.02%	186
2016 Q2	$32K	Hold	1,300	–	–	0.02%	188
2016 Q1	$36K	Buy	1,300 +300	+30%	+$7.92K	0.02%	174
2015 Q4	$29K	Buy	1,000 +592	+145%	+$18.9K	0.02%	203
2015 Q3	$13K	Sell	408 -611	-60%	-$22.1K	0.01%	335
2015 Q2	$41K	Sell	1,019 -510	-33%	-$21K	0.02%	181
2015 Q1	$58K	Hold	1,529	–	–	0.04%	145
2014 Q4	$51K	Sell	1,529 -203	-12%	-$6.35K	0.04%	147
2014 Q3	$54K	Buy	1,732 +203	+13%	+$6.61K	0.06%	152
2014 Q2	$50K	Sell	1,529 -305	-17%	-$9.41K	0.05%	163
2014 Q1	$60K	Buy	+1,834	New	+$58.5K	0.07%	136

Other funds holding BX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthTrust-Arizona's BX Position: Q4 2018 in Review

WealthTrust-Arizona held its Blackstone (BX) position steady in Q4 2018 at 41 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

WealthTrust-Arizona first reported a position in BX in Q1 2014 and has held it in 17 quarters since. The position peaked at $83K in Q2 2017. 707 funds tracked by Wall St. Rank hold BX as of Q4 2018.

WealthTrust-Arizona held 41 shares of Blackstone worth $1K as of Q4 2018.
WealthTrust-Arizona left its Blackstone share count unchanged in Q4 2018.
Blackstone made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #605 holding.
WealthTrust-Arizona first reported a position in Blackstone in Q1 2014 and has held it in 17 quarters since.
WealthTrust-Arizona's Blackstone position peaked at $83K in Q2 2017.
707 funds tracked by Wall St. Rank held Blackstone as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.