Wharton Business Group’s Blackstone BX Stock Holding History

Wharton Business Group’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
2014 Q2	–	Sell	-221,082	Closed	-$7.21M	–	143
2014 Q1	$7.21M	Buy	+221,082	New	+$7.05M	0.58%	48

Other funds holding BX

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

IIS

Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wharton Business Group's BX Position: Q2 2014 in Review

Wharton Business Group sold out of Blackstone (BX) in Q2 2014, closing a stake of 221,082 shares — an estimated $7.21M sold.

Wharton Business Group first reported a position in BX in Q1 2014 and held it in 1 quarter. The position peaked at $7.21M in Q1 2014. 423 funds tracked by Wall St. Rank hold BX as of Q2 2014.

Wharton Business Group reported no remaining Blackstone position as of Q2 2014 after selling out during the quarter.
Wharton Business Group sold 221,082 Blackstone shares in Q2 2014, an estimated $7.21M.
Wharton Business Group first reported a position in Blackstone in Q1 2014 and held it in 1 quarter.
Wharton Business Group's Blackstone position peaked at $7.21M in Q1 2014.
423 funds tracked by Wall St. Rank held Blackstone as of Q2 2014.

Based on Wharton Business Group's 13F filing for Q2 2014, filed 11 Aug 2014.