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Ausdal Financial Partners’s Carlyle Group CG Stock Holding History

Ausdal Financial Partners’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
2016
Q1 		– Sell
-540
Closed -$8K – 336
2015
Q4 		$8K Buy
+540
New +$9.61K ﹤0.01% 960

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AFG
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VSI
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AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
TGA
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CAM
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Ausdal Financial Partners's CG Position: Q1 2016 in Review

Ausdal Financial Partners sold out of Carlyle Group (CG) in Q1 2016, closing a stake of 540 shares — an estimated $8K sold.

Ausdal Financial Partners first reported a position in CG in Q4 2015 and held it in 1 quarter. The position peaked at $8K in Q4 2015. 116 funds tracked by Wall St. Rank hold CG as of Q1 2016.

  • Ausdal Financial Partners reported no remaining Carlyle Group position as of Q1 2016 after selling out during the quarter.
  • Ausdal Financial Partners sold 540 Carlyle Group shares in Q1 2016, an estimated $8K.
  • Ausdal Financial Partners first reported a position in Carlyle Group in Q4 2015 and held it in 1 quarter.
  • Ausdal Financial Partners's Carlyle Group position peaked at $8K in Q4 2015.
  • 116 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2016.

Based on Ausdal Financial Partners's 13F filing for Q1 2016, filed 5 May 2016.