AIM
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Acrospire Investment Management’s Carlyle Group CG Stock Holding History

Acrospire Investment Management’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
2017
Q3 		– Sell
-1,089
Closed -$22K – 263
2017
Q2 		$22K Buy
+1,089
New +$19.2K 0.02% 1463
2016
Q3 		– Sell
-3,900
Closed -$63K – 1982
2016
Q2 		$63K Buy
+3,900
New +$63.9K 0.05% 867

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AIM
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SAC
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFM
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Acrospire Investment Management's CG Position: Q3 2017 in Review

Acrospire Investment Management sold out of Carlyle Group (CG) in Q3 2017, closing a stake of 1,089 shares — an estimated $22K sold.

Acrospire Investment Management first reported a position in CG in Q2 2016 and held it in 2 quarters. The position peaked at $63K in Q2 2016. 152 funds tracked by Wall St. Rank hold CG as of Q3 2017.

  • Acrospire Investment Management reported no remaining Carlyle Group position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,089 Carlyle Group shares in Q3 2017, an estimated $22K.
  • Acrospire Investment Management first reported a position in Carlyle Group in Q2 2016 and held it in 2 quarters.
  • Acrospire Investment Management's Carlyle Group position peaked at $63K in Q2 2016.
  • 152 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.