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American Trust Investment Advisors’s Carlyle Group CG Stock Holding History

American Trust Investment 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
Q4 		– Sell
-9,225
Closed -$208K – 74
2018
Q3 		$208K Buy
+9,225
New +$217K 0.16% 70

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BAMCO Inc
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AIM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Trust Investment Advisors's CG Position: Q4 2018 in Review

American Trust Investment Advisors sold out of Carlyle Group (CG) in Q4 2018, closing a stake of 9,225 shares — an estimated $208K sold.

American Trust Investment Advisors first reported a position in CG in Q3 2018 and held it in 1 quarter. The position peaked at $208K in Q3 2018. 156 funds tracked by Wall St. Rank hold CG as of Q4 2018.

  • American Trust Investment Advisors reported no remaining Carlyle Group position as of Q4 2018 after selling out during the quarter.
  • American Trust Investment Advisors sold 9,225 Carlyle Group shares in Q4 2018, an estimated $208K.
  • American Trust Investment Advisors first reported a position in Carlyle Group in Q3 2018 and held it in 1 quarter.
  • American Trust Investment Advisors's Carlyle Group position peaked at $208K in Q3 2018.
  • 156 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2018.

Based on American Trust Investment Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.