YorkBridge Wealth Partners’s Blackstone Senior Floating Rate 2027 Term Fund BSL Stock Holding History

YorkBridge Wealth Partners’s Portfolio BSL Stock Details BSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,500	Closed	-$25K	–	229
2019 Q2	$25K	Hold	1,500	–	–	0.01%	439
2019 Q1	$25K	Hold	1,500	–	–	0.01%	434
2018 Q4	$23K	Hold	1,500	–	–	0.01%	423
2018 Q3	$27K	Hold	1,500	–	–	0.01%	447
2018 Q2	$27K	Hold	1,500	–	–	0.01%	451
2018 Q1	$27K	Hold	1,500	–	–	0.01%	449
2017 Q4	$27K	Hold	1,500	–	–	0.01%	448
2017 Q3	$26K	Hold	1,500	–	–	0.01%	460
2017 Q2	$27K	Hold	1,500	–	–	0.01%	448
2017 Q1	$27K	Hold	1,500	–	–	0.01%	444
2016 Q4	$27K	Buy	+1,500	New	+$26.2K	0.02%	429

Other funds holding BSL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VEA

Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

YorkBridge Wealth Partners's BSL Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Blackstone Senior Floating Rate 2027 Term Fund (BSL) in Q3 2019, closing a stake of 1,500 shares — an estimated $25K sold.

YorkBridge Wealth Partners first reported a position in BSL in Q4 2016 and held it in 11 quarters. The position peaked at $27K in Q3 2018. 37 funds tracked by Wall St. Rank hold BSL as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Blackstone Senior Floating Rate 2027 Term Fund position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,500 Blackstone Senior Floating Rate 2027 Term Fund shares in Q3 2019, an estimated $25K.
YorkBridge Wealth Partners first reported a position in Blackstone Senior Floating Rate 2027 Term Fund in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Blackstone Senior Floating Rate 2027 Term Fund position peaked at $27K in Q3 2018.
37 funds tracked by Wall St. Rank held Blackstone Senior Floating Rate 2027 Term Fund as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.