Wilks Brothers’s Blackstone BX Stock Holding History

Wilks Brothers’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
2018 Q4	–	Sell	-186,700	Closed	-$7.11M	–	24
2018 Q3	$7.11M	Buy	186,700 +21,000	+13%	+$759K	0.84%	27
2018 Q2	$5.33M	Buy	+165,700	New	+$5.27M	0.56%	37

Other funds holding BX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Wilks Brothers's BX Position: Q4 2018 in Review

Wilks Brothers sold out of Blackstone (BX) in Q4 2018, closing a stake of 186,700 shares — an estimated $7.11M sold.

Wilks Brothers first reported a position in BX in Q2 2018 and held it in 2 quarters. The position peaked at $7.11M in Q3 2018. 707 funds tracked by Wall St. Rank hold BX as of Q4 2018.

Wilks Brothers reported no remaining Blackstone position as of Q4 2018 after selling out during the quarter.
Wilks Brothers sold 186,700 Blackstone shares in Q4 2018, an estimated $7.11M.
Wilks Brothers first reported a position in Blackstone in Q2 2018 and held it in 2 quarters.
Wilks Brothers's Blackstone position peaked at $7.11M in Q3 2018.
707 funds tracked by Wall St. Rank held Blackstone as of Q4 2018.

Based on Wilks Brothers's 13F filing for Q4 2018, filed 13 Feb 2019.