First Allied Advisory Services’s Carlyle Group CG Stock Holding History

First Allied Advisory Services’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
2020 Q1	–	Sell	-6,802	Closed	-$219K	–	1088
2019 Q4	$219K	Buy	+6,802	New	+$192K	0.01%	1080

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JSP

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First Allied Advisory Services's CG Position: Q1 2020 in Review

First Allied Advisory Services sold out of Carlyle Group (CG) in Q1 2020, closing a stake of 6,802 shares — an estimated $219K sold.

First Allied Advisory Services first reported a position in CG in Q4 2019 and held it in 1 quarter. The position peaked at $219K in Q4 2019. 196 funds tracked by Wall St. Rank hold CG as of Q1 2020.

First Allied Advisory Services reported no remaining Carlyle Group position as of Q1 2020 after selling out during the quarter.
First Allied Advisory Services sold 6,802 Carlyle Group shares in Q1 2020, an estimated $219K.
First Allied Advisory Services first reported a position in Carlyle Group in Q4 2019 and held it in 1 quarter.
First Allied Advisory Services's Carlyle Group position peaked at $219K in Q4 2019.
196 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2020.

Based on First Allied Advisory Services's 13F filing for Q1 2020, filed 8 May 2020.