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Westbourne Investment Advisors’s Blackstone BX Stock Holding History

Westbourne 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
2016
Q3 		– Sell
-9,130
Closed -$224K – 110
2016
Q2 		$224K Buy
9,130
+400
+5% +$10.6K 0.2% 95
2016
Q1 		$245K Buy
8,730
+500
+6% +$13.2K 0.23% 90
2015
Q4 		$241K Buy
8,230
+251
+3% +$8K 0.23% 91
2015
Q3 		$248K Sell
7,979
-102
-1% -$3.69K 0.25% 93
2015
Q2 		$324K Buy
+8,081
New +$332K 0.29% 86

Other funds holding BX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Westbourne Investment Advisors's BX Position: Q3 2016 in Review

Westbourne Investment Advisors sold out of Blackstone (BX) in Q3 2016, closing a stake of 9,130 shares — an estimated $224K sold.

Westbourne Investment Advisors first reported a position in BX in Q2 2015 and held it in 5 quarters. The position peaked at $324K in Q2 2015. 506 funds tracked by Wall St. Rank hold BX as of Q3 2016.

  • Westbourne Investment Advisors reported no remaining Blackstone position as of Q3 2016 after selling out during the quarter.
  • Westbourne Investment Advisors sold 9,130 Blackstone shares in Q3 2016, an estimated $224K.
  • Westbourne Investment Advisors first reported a position in Blackstone in Q2 2015 and held it in 5 quarters.
  • Westbourne Investment Advisors's Blackstone position peaked at $324K in Q2 2015.
  • 506 funds tracked by Wall St. Rank held Blackstone as of Q3 2016.

Based on Westbourne Investment Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.