WIL
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Winifred I. Li’s Blackstone Mortgage Trust BXMT Stock Holding History

Winifred I. Li’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
2014
Q4 		$179K Hold
6,150
– – 0.17% 119
2014
Q3 		$167K Buy
6,150
+2,750
+81% +$78.5K 0.16% 129
2014
Q2 		$99K Buy
+3,400
New +$98.3K 0.08% 198

Other funds holding BXMT

LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Winifred I. Li's BXMT Position: Q4 2014 in Review

Winifred I. Li held its Blackstone Mortgage Trust (BXMT) position steady in Q4 2014 at 6,150 shares worth $179K. The position accounts for 0.17% of the portfolio, ranked #119.

Winifred I. Li first reported a position in BXMT in Q2 2014 and has held it in 3 quarters since. 147 funds tracked by Wall St. Rank hold BXMT as of Q4 2014.

  • Winifred I. Li held 6,150 shares of Blackstone Mortgage Trust worth $179K as of Q4 2014.
  • Winifred I. Li left its Blackstone Mortgage Trust share count unchanged in Q4 2014.
  • Blackstone Mortgage Trust made up 0.17% of Winifred I. Li's portfolio in Q4 2014, its #119 holding.
  • Winifred I. Li first reported a position in Blackstone Mortgage Trust in Q2 2014 and has held it in 3 quarters since.
  • 147 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.