Edge Advisors’s Carlyle Group CG Stock Holding History

Edge 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
2018 Q2	–	Sell	-117	Closed	-$2K	–	833
2018 Q1	$2K	Buy	+117	New	+$2.75K	﹤0.01%	790

Other funds holding CG

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

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

AIM

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

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PGH

Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 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

Edge Advisors's CG Position: Q2 2018 in Review

Edge Advisors sold out of Carlyle Group (CG) in Q2 2018, closing a stake of 117 shares — an estimated $2K sold.

Edge Advisors first reported a position in CG in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 161 funds tracked by Wall St. Rank hold CG as of Q2 2018.

Edge Advisors reported no remaining Carlyle Group position as of Q2 2018 after selling out during the quarter.
Edge Advisors sold 117 Carlyle Group shares in Q2 2018, an estimated $2K.
Edge Advisors first reported a position in Carlyle Group in Q1 2018 and held it in 1 quarter.
Edge Advisors's Carlyle Group position peaked at $2K in Q1 2018.
161 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.