FCMT
CG icon

Founders Capital Management (Texas)’s Carlyle Group CG Stock Holding History

Founders Capital Management (Texas)’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
-500
Closed -$11K – 317
2018
Q1 		$11K Buy
+500
New +$11.8K 0.01% 276

Other funds holding CG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Founders Capital Management (Texas)'s CG Position: Q2 2018 in Review

Founders Capital Management (Texas) sold out of Carlyle Group (CG) in Q2 2018, closing a stake of 500 shares — an estimated $11K sold.

Founders Capital Management (Texas) first reported a position in CG in Q1 2018 and held it in 1 quarter. The position peaked at $11K in Q1 2018. 161 funds tracked by Wall St. Rank hold CG as of Q2 2018.

  • Founders Capital Management (Texas) reported no remaining Carlyle Group position as of Q2 2018 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 500 Carlyle Group shares in Q2 2018, an estimated $11K.
  • Founders Capital Management (Texas) first reported a position in Carlyle Group in Q1 2018 and held it in 1 quarter.
  • Founders Capital Management (Texas)'s Carlyle Group position peaked at $11K in Q1 2018.
  • 161 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2018.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2018, filed 9 Jul 2018.