GWM
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Gupta Wealth Management’s Carlyle Group CG Stock Holding History

Gupta 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
2015
Q4 		– Sell
-200
Closed -$3K – 1254
2015
Q3 		$3K Buy
+200
New +$4.7K ﹤0.01% 1086

Other funds holding CG

OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
VSI
Verde Servicos Internacionais Sao Paulo, Brazil $273M AUM 17.36% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
TGA
Trilogy Global Advisors Winter Park, Florida $712K AUM 8.54% 1-Year Est. Return
AIU
Algebris Investments (UK) London, United Kingdom $926M AUM 4.74% 1-Year Est. Return

Gupta Wealth Management's CG Position: Q4 2015 in Review

Gupta Wealth Management sold out of Carlyle Group (CG) in Q4 2015, closing a stake of 200 shares — an estimated $3K sold.

Gupta Wealth Management first reported a position in CG in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 126 funds tracked by Wall St. Rank hold CG as of Q4 2015.

  • Gupta Wealth Management reported no remaining Carlyle Group position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 200 Carlyle Group shares in Q4 2015, an estimated $3K.
  • Gupta Wealth Management first reported a position in Carlyle Group in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Carlyle Group position peaked at $3K in Q3 2015.
  • 126 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.