Zuckerman Investment Group’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Zuckerman Investment Group’s Portfolio BGX Stock Details BGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-262,529	Closed	-$4.18M	–	60
2016 Q4	$4.18M	Sell	262,529 -30,668	-10%	-$473K	1.02%	22
2016 Q3	$4.56M	Sell	293,197 -1,328	-0.5%	-$20K	1.21%	22
2016 Q2	$4.26M	Sell	294,525 -3,109	-1%	-$44.1K	1.14%	26
2016 Q1	$4.05M	Sell	297,634 -773	-0.3%	-$9.97K	1.09%	25
2015 Q4	$4.02M	Sell	298,407 -12,378	-4%	-$171K	0.95%	29
2015 Q3	$4.43M	Buy	+310,785	New	+$4.66M	1.04%	25

Other funds holding BGX

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Zuckerman Investment Group's BGX Position: Q1 2017 in Review

Zuckerman Investment Group sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q1 2017, closing a stake of 262,529 shares — an estimated $4.18M sold.

Zuckerman Investment Group first reported a position in BGX in Q3 2015 and held it in 6 quarters. The position peaked at $4.56M in Q3 2016. 33 funds tracked by Wall St. Rank hold BGX as of Q1 2017.

Zuckerman Investment Group reported no remaining Blackstone Long-Short Credit Income Fund position as of Q1 2017 after selling out during the quarter.
Zuckerman Investment Group sold 262,529 Blackstone Long-Short Credit Income Fund shares in Q1 2017, an estimated $4.18M.
Zuckerman Investment Group first reported a position in Blackstone Long-Short Credit Income Fund in Q3 2015 and held it in 6 quarters.
Zuckerman Investment Group's Blackstone Long-Short Credit Income Fund position peaked at $4.56M in Q3 2016.
33 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q1 2017.

Based on Zuckerman Investment Group's 13F filing for Q1 2017, filed 12 May 2017.