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Bruderman Asset Management’s Carlyle Group CG Stock Holding History

Bruderman Asset Management’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
Q2 		– Sell
-300
Closed -$5K – 185
2019
Q1 		$5K Hold
300
– – ﹤0.01% 483
2018
Q4 		$5K Buy
+300
New +$5.69K ﹤0.01% 484

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JP Morgan Chase
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Bank of America
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BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Bruderman Asset Management's CG Position: Q2 2019 in Review

Bruderman Asset Management sold out of Carlyle Group (CG) in Q2 2019, closing a stake of 300 shares — an estimated $5K sold.

Bruderman Asset Management first reported a position in CG in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 148 funds tracked by Wall St. Rank hold CG as of Q2 2019.

  • Bruderman Asset Management reported no remaining Carlyle Group position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 300 Carlyle Group shares in Q2 2019, an estimated $5K.
  • Bruderman Asset Management first reported a position in Carlyle Group in Q4 2018 and held it in 2 quarters.
  • Bruderman Asset Management's Carlyle Group position peaked at $5K in Q1 2019.
  • 148 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.