180 Wealth Advisors’s Carlyle Group CG Stock Holding History

180 Wealth Advisors’s Portfolio CG Stock Details CG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-9,551	Closed	-$219K	–	232
2017 Q4	$219K	Buy	+9,551	New	+$213K	0.11%	216

Other funds holding CG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PGH

Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

180 Wealth Advisors's CG Position: Q1 2018 in Review

180 Wealth Advisors sold out of Carlyle Group (CG) in Q1 2018, closing a stake of 9,551 shares — an estimated $219K sold.

180 Wealth Advisors first reported a position in CG in Q4 2017 and held it in 1 quarter. The position peaked at $219K in Q4 2017. 172 funds tracked by Wall St. Rank hold CG as of Q1 2018.

180 Wealth Advisors reported no remaining Carlyle Group position as of Q1 2018 after selling out during the quarter.
180 Wealth Advisors sold 9,551 Carlyle Group shares in Q1 2018, an estimated $219K.
180 Wealth Advisors first reported a position in Carlyle Group in Q4 2017 and held it in 1 quarter.
180 Wealth Advisors's Carlyle Group position peaked at $219K in Q4 2017.
172 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2018.

Based on 180 Wealth Advisors's 13F filing for Q1 2018, filed 1 Jun 2018.