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Advisory Alpha’s Carlyle Secured Lending CGBD Stock Holding History

Advisory Alpha’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,280
Closed -$7.16K – 167
2020
Q1 		$7.16K Sell
1,280
-1,047
-45% -$12.4K ﹤0.01% 446
2019
Q4 		$31.7K Hold
2,327
– – 0.01% 337
2019
Q3 		$32.4K Buy
+2,327
New +$34.2K 0.01% 300
2019
Q2 		– Sell
-2,327
Closed -$36.1K – 199
2019
Q1 		$36.1K Buy
+2,327
New +$34.2K 0.01% 274

Other funds holding CGBD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return