WESPAC Advisors’s Blackstone BX Stock Holding History

WESPAC 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
2019 Q1	–	Sell	-33,371	Closed	-$995K	–	129
2018 Q4	$995K	Sell	33,371 -1,284	-4%	-$42.4K	0.96%	37
2018 Q3	$1.32M	Buy	34,655 +13,385	+63%	+$484K	0.77%	49
2018 Q2	$684K	Buy	+21,270	New	+$677K	0.71%	47
2014 Q4	–	Sell	-26,168	Closed	-$808K	–	124
2014 Q3	$808K	Buy	26,168 +12,535	+92%	+$408K	0.65%	65
2014 Q2	$447K	Sell	13,633 -6,420	-32%	-$198K	0.51%	76
2014 Q1	$654K	Buy	+20,053	New	+$640K	0.57%	77

Other funds holding BX

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

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

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

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

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

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

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

WESPAC Advisors's BX Position: Q1 2019 in Review

WESPAC Advisors sold out of Blackstone (BX) in Q1 2019, closing a stake of 33,371 shares — an estimated $995K sold.

WESPAC Advisors first reported a position in BX in Q1 2014 and held it in 6 quarters. The position peaked at $1.32M in Q3 2018. 731 funds tracked by Wall St. Rank hold BX as of Q1 2019.

WESPAC Advisors reported no remaining Blackstone position as of Q1 2019 after selling out during the quarter.
WESPAC Advisors sold 33,371 Blackstone shares in Q1 2019, an estimated $995K.
WESPAC Advisors first reported a position in Blackstone in Q1 2014 and held it in 6 quarters.
WESPAC Advisors's Blackstone position peaked at $1.32M in Q3 2018.
731 funds tracked by Wall St. Rank held Blackstone as of Q1 2019.

Based on WESPAC Advisors's 13F filing for Q1 2019, filed 19 Apr 2019.