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BB&T Securities’s Carlyle Group CG Stock Holding History

BB&T Securities’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
2019
Q3 		$280K Buy
+10,970
New +$262K ﹤0.01% 1351
2013
Q3 		– Sell
-10,000
Closed -$256K – 823
2013
Q2 		$256K Buy
+10,000
New +$296K 0.01% 682

Other funds holding CG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BB&T Securities's CG Position: Q3 2019 in Review

BB&T Securities opened a new position in Carlyle Group (CG) in Q3 2019: 10,970 shares worth $280K. The stake represents ﹤0.01% of the portfolio and ranks #1351 among its holdings. This is a return to the name: BB&T Securities previously reported a position in CG as recently as Q2 2013.

BB&T Securities first reported a position in CG in Q2 2013 and has held it in 2 quarters since. 175 funds tracked by Wall St. Rank hold CG as of Q3 2019.

  • BB&T Securities held 10,970 shares of Carlyle Group worth $280K as of Q3 2019.
  • Carlyle Group was a new BB&T Securities position in Q3 2019.
  • Carlyle Group made up ﹤0.01% of BB&T Securities's portfolio in Q3 2019, its #1351 holding.
  • BB&T Securities first reported a position in Carlyle Group in Q2 2013 and has held it in 2 quarters since.
  • 175 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.