WFG Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

WFG Advisors’s Portfolio BXMT Stock Details BXMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$303K	Buy	9,600 +3,400	+55%	+$106K	0.07%	284
2017 Q1	$192K	Buy	6,200 +5,500	+786%	+$170K	0.05%	346
2016 Q4	$21K	Hold	700	–	–	0.01%	916
2016 Q3	$21K	Hold	700	–	–	0.01%	932
2016 Q2	$19K	Hold	700	–	–	0.01%	924
2016 Q1	$19K	Hold	700	–	–	0.01%	900
2015 Q4	$19K	Hold	700	–	–	0.01%	907
2015 Q3	$19K	Hold	700	–	–	0.01%	897
2015 Q2	$19K	Sell	700 -3,545	-84%	-$106K	0.01%	988
2015 Q1	$120K	Sell	4,245 -2,455	-37%	-$70.6K	0.03%	475
2014 Q4	$195K	Buy	6,700 +5,500	+458%	+$155K	0.04%	434
2014 Q3	$33K	Hold	1,200	–	–	0.01%	1065
2014 Q2	$35K	Buy	+1,200	New	+$34.7K	0.01%	1045
2014 Q1	–	Sell	-150	Closed	-$4K	–	2006
2013 Q4	$4K	Hold	150	–	–	﹤0.01%	1790
2013 Q3	$4K	Hold	150	–	–	﹤0.01%	1778
2013 Q2	$4K	Buy	+150	New	+$3.93K	﹤0.01%	1707

Other funds holding BXMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

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

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

GAM

GVO Asset Management Zug, Switzerland $1.07M AUM 24.36% 1-Year Est. Return

WFG Advisors's BXMT Position: Q2 2017 in Review

WFG Advisors increased its Blackstone Mortgage Trust (BXMT) stake by 55% in Q2 2017, buying an estimated $106K and bringing the position to 9,600 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #284.

WFG Advisors first reported a position in BXMT in Q2 2013 and has held it in 16 quarters since. 221 funds tracked by Wall St. Rank hold BXMT as of Q2 2017.

WFG Advisors held 9,600 shares of Blackstone Mortgage Trust worth $303K as of Q2 2017.
WFG Advisors bought 3,400 Blackstone Mortgage Trust shares in Q2 2017, an estimated $106K.
Blackstone Mortgage Trust made up 0.07% of WFG Advisors's portfolio in Q2 2017, its #284 holding.
WFG Advisors first reported a position in Blackstone Mortgage Trust in Q2 2013 and has held it in 16 quarters since.
221 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2017.

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