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WFG Advisors’s Blackstone BX Stock Holding History

WFG 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
2017
Q2 		$6.33M Buy
189,784
+29,865
+19% +$937K 1.43% 5
2017
Q1 		$4.75M Sell
159,919
-11,247
-7% -$338K 1.27% 10
2016
Q4 		$4.63M Sell
171,166
-4,189
-2% -$109K 1.13% 9
2016
Q3 		$4.48M Buy
175,355
+234
+0.1% +$6.17K 1.11% 12
2016
Q2 		$4.3M Sell
175,121
-8,319
-5% -$221K 1.15% 12
2016
Q1 		$5.14M Sell
183,440
-25,047
-12% -$662K 1.49% 7
2015
Q4 		$6.1M Sell
208,487
-17,422
-8% -$555K 1.82% 4
2015
Q3 		$7.02M Sell
225,909
-24,726
-10% -$894K 2.2% 3
2015
Q2 		$10.1M Buy
250,635
+26,883
+12% +$1.1M 2.77% 1
2015
Q1 		$8.54M Buy
223,752
+32,852
+17% +$1.19M 2.38% 2
2014
Q4 		$6.34M Buy
190,900
+91,583
+92% +$2.87M 1.28% 7
2014
Q3 		$3.07M Buy
99,317
+11,915
+14% +$388K 0.58% 22
2014
Q2 		$2.87M Sell
87,402
-5,851
-6% -$180K 0.53% 26
2014
Q1 		$3.04M Sell
93,253
-17,446
-16% -$556K 0.61% 20
2013
Q4 		$3.42M Buy
110,699
+12,611
+13% +$344K 0.49% 33
2013
Q3 		$2.4M Buy
98,088
+13,851
+16% +$308K 0.37% 55
2013
Q2 		$1.74M Buy
+84,237
New +$1.75M 0.29% 79

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

WFG Advisors's BX Position: Q2 2017 in Review

WFG Advisors increased its Blackstone (BX) stake by 19% in Q2 2017, buying an estimated $937K and bringing the position to 189,784 shares worth $6.33M. The position accounts for 1.43% of the portfolio, ranked #5.

WFG Advisors first reported a position in BX in Q2 2013 and has held it in 17 quarters since. The position peaked at $10.1M in Q2 2015. 608 funds tracked by Wall St. Rank hold BX as of Q2 2017.

  • WFG Advisors held 189,784 shares of Blackstone worth $6.33M as of Q2 2017.
  • WFG Advisors bought 29,865 Blackstone shares in Q2 2017, an estimated $937K.
  • Blackstone made up 1.43% of WFG Advisors's portfolio in Q2 2017, its #5 holding.
  • WFG Advisors first reported a position in Blackstone in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Blackstone position peaked at $10.1M in Q2 2015.
  • 608 funds tracked by Wall St. Rank held Blackstone as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.