HIM
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Hillsdale Investment Management’s Carlyle Group CG Stock Holding History

Hillsdale Investment 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
2017
Q4 		– Sell
-17,300
Closed -$408K – 487
2017
Q3 		$408K Buy
+17,300
New +$369K 0.07% 213

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Hillsdale Investment Management's CG Position: Q4 2017 in Review

Hillsdale Investment Management sold out of Carlyle Group (CG) in Q4 2017, closing a stake of 17,300 shares — an estimated $408K sold.

Hillsdale Investment Management first reported a position in CG in Q3 2017 and held it in 1 quarter. The position peaked at $408K in Q3 2017. 169 funds tracked by Wall St. Rank hold CG as of Q4 2017.

  • Hillsdale Investment Management reported no remaining Carlyle Group position as of Q4 2017 after selling out during the quarter.
  • Hillsdale Investment Management sold 17,300 Carlyle Group shares in Q4 2017, an estimated $408K.
  • Hillsdale Investment Management first reported a position in Carlyle Group in Q3 2017 and held it in 1 quarter.
  • Hillsdale Investment Management's Carlyle Group position peaked at $408K in Q3 2017.
  • 169 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2017.

Based on Hillsdale Investment Management's 13F filing for Q4 2017, filed 13 Feb 2018.