YWP
BGB

YorkBridge Wealth Partners’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

YorkBridge Wealth Partners’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
2019
Q3 		– Sell
-2,570
Closed -$38K – 219
2019
Q2 		$38K Hold
2,570
– – 0.02% 395
2019
Q1 		$37K Sell
2,570
-400
-13% -$5.74K 0.02% 388
2018
Q4 		$40K Hold
2,970
– – 0.02% 353
2018
Q3 		$47K Hold
2,970
– – 0.02% 362
2018
Q2 		$47K Hold
2,970
– – 0.02% 369
2018
Q1 		$47K Hold
2,970
– – 0.02% 371
2017
Q4 		$46K Hold
2,970
– – 0.02% 379
2017
Q3 		$47K Hold
2,970
– – 0.02% 379
2017
Q2 		$48K Hold
2,970
– – 0.03% 379
2017
Q1 		$48K Sell
2,970
-5,000
-63% -$79K 0.03% 375
2016
Q4 		$119K Buy
+7,970
New +$119K 0.07% 214

Other funds holding BGB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return