WAM
BGB

Wolverine Asset Management’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Wolverine Asset Management’s Portfolio BGB Stock Details BGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,351
Closed -$77K – 1625
2025
Q2 		$77K Buy
+6,351
New +$75K ﹤0.01% 1161
2023
Q2 		– Sell
-68,518
Closed -$730K – 1811
2023
Q1 		$730K Buy
+68,518
New +$748K 0.01% 774
2022
Q1 		– Sell
-1,214
Closed -$16K – 2166
2021
Q4 		$16K Buy
+1,214
New +$16.8K ﹤0.01% 1767
2021
Q1 		– Sell
-26,094
Closed -$325K – 2024
2020
Q4 		$325K Buy
26,094
+25,066
+2,438% +$308K ﹤0.01% 976
2020
Q3 		$12K Sell
1,028
-36,196
-97% -$427K ﹤0.01% 1446
2020
Q2 		$425K Sell
37,224
-7,387
-17% -$80.7K ﹤0.01% 753
2020
Q1 		$464K Buy
+44,611
New +$599K 0.01% 699
2019
Q2 		– Sell
-7,524
Closed -$107K – 1400
2019
Q1 		$107K Sell
7,524
-89,170
-92% -$1.28M ﹤0.01% 1113
2018
Q4 		$1.3M Buy
+96,694
New +$1.43M 0.02% 698
2016
Q1 		– Sell
-23,644
Closed -$316K – 1237
2015
Q4 		$316K Sell
23,644
-21,304
-47% -$299K 0.01% 758
2015
Q3 		$638K Buy
44,948
+21,219
+89% +$321K 0.02% 619
2015
Q2 		$370K Sell
23,729
-69,582
-75% -$1.13M 0.01% 740
2015
Q1 		$1.51M Sell
93,311
-27,714
-23% -$448K 0.03% 358
2014
Q4 		$1.99M Buy
121,025
+38,051
+46% +$621K 0.04% 298
2014
Q3 		$1.39M Buy
82,974
+38,412
+86% +$662K 0.03% 376
2014
Q2 		$791K Buy
44,562
+27,112
+155% +$479K 0.02% 472
2014
Q1 		$309K Buy
17,450
+16,950
+3,390% +$307K 0.01% 740
2013
Q4 		$8K Sell
500
-1,066
-68% -$19.1K ﹤0.01% 2280
2013
Q3 		$27K Buy
+1,566
New +$28.5K ﹤0.01% 1927

Other funds holding BGB

CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return

Wolverine Asset Management's BGB Position: Q3 2025 in Review

Wolverine Asset Management sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q3 2025, closing a stake of 6,351 shares — an estimated $77K sold.

Wolverine Asset Management first reported a position in BGB in Q3 2013 and held it in 19 quarters. The position peaked at $1.99M in Q4 2014. 84 funds tracked by Wall St. Rank hold BGB as of Q3 2025.

  • Wolverine Asset Management reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q3 2025 after selling out during the quarter.
  • Wolverine Asset Management sold 6,351 Blackstone Strategic Credit 2027 Term Fund shares in Q3 2025, an estimated $77K.
  • Wolverine Asset Management first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q3 2013 and held it in 19 quarters.
  • Wolverine Asset Management's Blackstone Strategic Credit 2027 Term Fund position peaked at $1.99M in Q4 2014.
  • 84 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q3 2025.

Based on Wolverine Asset Management's 13F filing for Q3 2025, filed 28 Oct 2025.