Woodard & Company Asset Management Group’s Blackstone BX Stock Holding History

Woodard & Company Asset Management 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
2018 Q4	–	Sell	-600	Closed	-$23K	–	52
2018 Q3	$23K	Hold	600	–	–	0.02%	121
2018 Q2	$19.3K	Hold	600	–	–	0.02%	120
2018 Q1	$19K	Hold	600	–	–	0.02%	122
2017 Q4	$19K	Buy	+600	New	+$19.5K	0.02%	140

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

Woodard & Company Asset Management Group's BX Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of Blackstone (BX) in Q4 2018, closing a stake of 600 shares — an estimated $23K sold.

Woodard & Company Asset Management Group first reported a position in BX in Q4 2017 and held it in 4 quarters. The position peaked at $23K in Q3 2018. 707 funds tracked by Wall St. Rank hold BX as of Q4 2018.

Woodard & Company Asset Management Group reported no remaining Blackstone position as of Q4 2018 after selling out during the quarter.
Woodard & Company Asset Management Group sold 600 Blackstone shares in Q4 2018, an estimated $23K.
Woodard & Company Asset Management Group first reported a position in Blackstone in Q4 2017 and held it in 4 quarters.
Woodard & Company Asset Management Group's Blackstone position peaked at $23K in Q3 2018.
707 funds tracked by Wall St. Rank held Blackstone as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.