CWM
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Cornerstone Wealth Management’s Carlyle Group CG Stock Holding History

Cornerstone Wealth 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
2018
Q4 		– Sell
-4,800
Closed -$200K – 459
2018
Q3 		$200K Buy
+4,800
New +$113K ﹤0.01% 1188

Other funds holding CG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cornerstone Wealth Management's CG Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Carlyle Group (CG) in Q4 2018, closing a stake of 4,800 shares — an estimated $200K sold.

Cornerstone Wealth Management first reported a position in CG in Q3 2018 and held it in 1 quarter. The position peaked at $200K in Q3 2018. 156 funds tracked by Wall St. Rank hold CG as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Carlyle Group position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 4,800 Carlyle Group shares in Q4 2018, an estimated $200K.
  • Cornerstone Wealth Management first reported a position in Carlyle Group in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Carlyle Group position peaked at $200K in Q3 2018.
  • 156 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.