EWM
CG icon

Elite Wealth Management’s Carlyle Group CG Stock Holding History

Elite 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
2014
Q4 		– Sell
-387
Closed -$18K – 136
2014
Q3 		$18K Buy
387
+105
+37% +$3.42K 0.02% 207
2014
Q2 		$5K Buy
+282
New +$9.28K 0.01% 295

Other funds holding CG

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
TGA
Trilogy Global Advisors Winter Park, Florida $712K AUM 8.54% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Elite Wealth Management's CG Position: Q3 2016 in Review

Elite Wealth Management opened a new position in Carlyle Group (CG) in Q3 2016: 47 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #224 among its holdings.

120 funds tracked by Wall St. Rank hold CG as of Q3 2016.

  • Elite Wealth Management held 47 shares of Carlyle Group worth $1K as of Q3 2016.
  • Carlyle Group was a new Elite Wealth Management position in Q3 2016.
  • Carlyle Group made up ﹤0.01% of Elite Wealth Management's portfolio in Q3 2016, its #224 holding.
  • 120 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.