WFG Advisors’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

WFG Advisors’s Portfolio BGX Stock Details BGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-820	Closed	-$14K	–	2083
2014 Q3	$14K	Hold	820	–	–	﹤0.01%	1382
2014 Q2	$15K	Buy	820 +150	+22%	+$2.66K	﹤0.01%	1363
2014 Q1	$12K	Hold	670	–	–	﹤0.01%	1410
2013 Q4	$12K	Buy	670 +130	+24%	+$2.31K	﹤0.01%	1515
2013 Q3	$10K	Buy	+540	New	+$9.89K	﹤0.01%	1507

Other funds holding BGX

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

RVP

Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

NCM

Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

WFG Advisors's BGX Position: Q4 2014 in Review

WFG Advisors sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q4 2014, closing a stake of 820 shares — an estimated $14K sold.

WFG Advisors first reported a position in BGX in Q3 2013 and held it in 5 quarters. The position peaked at $15K in Q2 2014. 40 funds tracked by Wall St. Rank hold BGX as of Q4 2014.

WFG Advisors reported no remaining Blackstone Long-Short Credit Income Fund position as of Q4 2014 after selling out during the quarter.
WFG Advisors sold 820 Blackstone Long-Short Credit Income Fund shares in Q4 2014, an estimated $14K.
WFG Advisors first reported a position in Blackstone Long-Short Credit Income Fund in Q3 2013 and held it in 5 quarters.
WFG Advisors's Blackstone Long-Short Credit Income Fund position peaked at $15K in Q2 2014.
40 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.