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Bellwether Investment Group’s Carlyle Group CG Stock Holding History

Bellwether Investment Group’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
Q1 		– Sell
-117
Closed -$2K – 792
2016
Q4 		$2K Buy
+117
New +$1.81K ﹤0.01% 883
2016
Q2 		$2K Buy
+117
New +$1.92K ﹤0.01% 562

Other funds holding CG

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.19B AUM 3.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bellwether Investment Group's CG Position: Q1 2017 in Review

Bellwether Investment Group sold out of Carlyle Group (CG) in Q1 2017, closing a stake of 117 shares — an estimated $2K sold.

Bellwether Investment Group first reported a position in CG in Q2 2016 and held it in 2 quarters. The position peaked at $2K in Q4 2016. 133 funds tracked by Wall St. Rank hold CG as of Q1 2017.

  • Bellwether Investment Group reported no remaining Carlyle Group position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 117 Carlyle Group shares in Q1 2017, an estimated $2K.
  • Bellwether Investment Group first reported a position in Carlyle Group in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Carlyle Group position peaked at $2K in Q4 2016.
  • 133 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.