Aurora Financial Advisors’s Carlyle Group CG Stock Holding History

Aurora Financial 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
2017 Q4	$762K	Buy	+33,281	New	+$744K	0.55%	59

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 $11.2B AUM 80.72% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PGH

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return

Aurora Financial Advisors's CG Position: Q4 2017 in Review

Aurora Financial Advisors opened a new position in Carlyle Group (CG) in Q4 2017: 33,281 shares worth $762K. The stake represents 0.55% of the portfolio and ranks #59 among its holdings.

169 funds tracked by Wall St. Rank hold CG as of Q4 2017.

Aurora Financial Advisors held 33,281 shares of Carlyle Group worth $762K as of Q4 2017.
Carlyle Group was a new Aurora Financial Advisors position in Q4 2017.
Carlyle Group made up 0.55% of Aurora Financial Advisors's portfolio in Q4 2017, its #59 holding.
169 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2017.

Based on Aurora Financial Advisors's 13F filing for Q4 2017, filed 16 Mar 2018.