Avantax Planning Partners’s Carlyle Group CG Stock Holding History

Avantax Planning 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
2018 Q4	–	Sell	-1,356	Closed	-$31K	–	430
2018 Q3	$31K	Buy	+1,356	New	+$31.9K	﹤0.01%	597

Other funds holding CG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Planning Partners's CG Position: Q4 2018 in Review

Avantax Planning Partners sold out of Carlyle Group (CG) in Q4 2018, closing a stake of 1,356 shares — an estimated $31K sold.

Avantax Planning Partners first reported a position in CG in Q3 2018 and held it in 1 quarter. The position peaked at $31K in Q3 2018. 156 funds tracked by Wall St. Rank hold CG as of Q4 2018.

Avantax Planning Partners reported no remaining Carlyle Group position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 1,356 Carlyle Group shares in Q4 2018, an estimated $31K.
Avantax Planning Partners first reported a position in Carlyle Group in Q3 2018 and held it in 1 quarter.
Avantax Planning Partners's Carlyle Group position peaked at $31K in Q3 2018.
156 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.