CG
FELP

Carlyle Group’s Foresight Energy LP FELP Stock Holding History

Carlyle Group’s Portfolio FELP Stock Details FELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-14,269,100
Closed -$241M – 47
2014
Q4 		$241M Hold
14,269,100
– – 1.47% 9
2014
Q3 		$261M Buy
+14,269,100
New +$271M 2.23% 8

Other funds holding FELP

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Carlyle Group's FELP Position: Q1 2015 in Review

Carlyle Group sold out of Foresight Energy LP (FELP) in Q1 2015, closing a stake of 14,269,100 shares — an estimated $241M sold.

Carlyle Group first reported a position in FELP in Q3 2014 and held it in 2 quarters. The position peaked at $261M in Q3 2014. 34 funds tracked by Wall St. Rank hold FELP as of Q1 2015.

  • Carlyle Group reported no remaining Foresight Energy LP position as of Q1 2015 after selling out during the quarter.
  • Carlyle Group sold 14,269,100 Foresight Energy LP shares in Q1 2015, an estimated $241M.
  • Carlyle Group first reported a position in Foresight Energy LP in Q3 2014 and held it in 2 quarters.
  • Carlyle Group's Foresight Energy LP position peaked at $261M in Q3 2014.
  • 34 funds tracked by Wall St. Rank held Foresight Energy LP as of Q1 2015.

Based on Carlyle Group's 13F filing for Q1 2015, filed 15 May 2015.