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Bingham Osborn & Scarborough’s Carlyle Secured Lending CGBD Stock Holding History

Bingham Osborn & Scarborough’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-10,176
Closed -$155K – 155
2019
Q2 		$155K Buy
+10,176
New +$152K 0.01% 145
2018
Q3 		– Sell
-10,175
Closed -$173K – 148
2018
Q2 		$173K Buy
+10,175
New +$181K 0.02% 137

Other funds holding CGBD

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PP
PagnatoKarp Partners Reston, Virginia $402M AUM 9.79% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bingham Osborn & Scarborough's CGBD Position: Q3 2019 in Review

Bingham Osborn & Scarborough sold out of Carlyle Secured Lending (CGBD) in Q3 2019, closing a stake of 10,176 shares — an estimated $155K sold.

Bingham Osborn & Scarborough first reported a position in CGBD in Q2 2018 and held it in 2 quarters. The position peaked at $173K in Q2 2018. 95 funds tracked by Wall St. Rank hold CGBD as of Q3 2019.

  • Bingham Osborn & Scarborough reported no remaining Carlyle Secured Lending position as of Q3 2019 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 10,176 Carlyle Secured Lending shares in Q3 2019, an estimated $155K.
  • Bingham Osborn & Scarborough first reported a position in Carlyle Secured Lending in Q2 2018 and held it in 2 quarters.
  • Bingham Osborn & Scarborough's Carlyle Secured Lending position peaked at $173K in Q2 2018.
  • 95 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q3 2019.

Based on Bingham Osborn & Scarborough's 13F filing for Q3 2019, filed 4 Nov 2019.