Crow Point Partners’s The Carlyle Group L.P. 5.875 Percent Series A Preferred Units TCGP Stock Holding History

Crow Point Partners’s Portfolio TCGP Stock Details TCGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-2,500	Closed	-$63K	–	315
2017 Q4	$63K	Hold	2,500	–	–	0.01%	192
2017 Q3	$63K	Buy	+2,500	New	+$63.1K	0.01%	202

Other funds holding TCGP

IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

CIM

CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Crow Point Partners's TCGP Position: Q1 2018 in Review

Crow Point Partners sold out of The Carlyle Group L.P. 5.875 Percent Series A Preferred Units (TCGP) in Q1 2018, closing a stake of 2,500 shares — an estimated $63K sold.

Crow Point Partners first reported a position in TCGP in Q3 2017 and held it in 2 quarters. The position peaked at $63K in Q4 2017. 4 funds tracked by Wall St. Rank hold TCGP as of Q1 2018.

Crow Point Partners reported no remaining The Carlyle Group L.P. 5.875 Percent Series A Preferred Units position as of Q1 2018 after selling out during the quarter.
Crow Point Partners sold 2,500 The Carlyle Group L.P. 5.875 Percent Series A Preferred Units shares in Q1 2018, an estimated $63K.
Crow Point Partners first reported a position in The Carlyle Group L.P. 5.875 Percent Series A Preferred Units in Q3 2017 and held it in 2 quarters.
Crow Point Partners's The Carlyle Group L.P. 5.875 Percent Series A Preferred Units position peaked at $63K in Q4 2017.
4 funds tracked by Wall St. Rank held The Carlyle Group L.P. 5.875 Percent Series A Preferred Units as of Q1 2018.

Based on Crow Point Partners's 13F filing for Q1 2018, filed 10 Apr 2018.