WCM
BGB

Wunderlich Capital Managemnt’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Wunderlich Capital Managemnt’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
2018
Q4 		– Sell
-12,166
Closed -$193K – 89
2018
Q3 		$193K Buy
12,166
+734
+6% +$11.7K 0.14% 83
2018
Q2 		$181K Buy
11,432
+839
+8% +$13.3K 0.13% 86
2018
Q1 		$168K Buy
10,593
+866
+9% +$13.7K 0.12% 91
2017
Q4 		$153K Buy
9,727
+1,826
+23% +$29K 0.11% 92
2017
Q3 		$126K Sell
7,901
-54
-0.7% -$863 0.09% 89
2017
Q2 		$127K Sell
7,955
-1,219
-13% -$19.6K 0.09% 98
2017
Q1 		$145K Buy
+9,174
New +$145K 0.11% 94

Other funds holding BGB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return