Burt Wealth Advisors’s Carlyle Group CG Stock Holding History

Burt Wealth Advisors’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	-245	Closed	-$4K	–	346
2019 Q1	$4K	Hold	245	–	–	﹤0.01%	306
2018 Q4	$4K	Hold	245	–	–	﹤0.01%	308
2018 Q3	$6K	Hold	245	–	–	﹤0.01%	314
2018 Q2	$5K	Hold	245	–	–	﹤0.01%	307
2018 Q1	$5K	Hold	245	–	–	﹤0.01%	312
2017 Q4	$6K	Hold	245	–	–	﹤0.01%	298
2017 Q3	$6K	Hold	245	–	–	﹤0.01%	290
2017 Q2	$4K	Hold	245	–	–	﹤0.01%	340
2017 Q1	$4K	Hold	245	–	–	﹤0.01%	305
2016 Q4	$4K	Hold	245	–	–	﹤0.01%	329
2016 Q3	$3K	Hold	245	–	–	﹤0.01%	342
2016 Q2	$3K	Sell	245 -800	-77%	-$13.1K	﹤0.01%	343
2016 Q1	$18K	Buy	1,045 +800	+327%	+$11.7K	0.02%	256
2015 Q4	$4K	Hold	245	–	–	﹤0.01%	394
2015 Q3	$4K	Hold	245	–	–	0.01%	317
2015 Q2	$6K	Hold	245	–	–	0.01%	304
2015 Q1	$7K	Hold	245	–	–	0.01%	268
2014 Q4	$7K	Buy	+245	New	+$6.96K	0.01%	258

Other funds holding CG

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

Alkeon Capital Management

Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

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

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return