HR
CG icon

Howe & Rusling’s Carlyle Group CG Stock Holding History

Howe & Rusling’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
2016
Q2 		– Sell
-40
Closed -$1K – 976
2016
Q1 		$1K Hold
40
– – ﹤0.01% 927
2015
Q4 		$1K Hold
40
– – ﹤0.01% 895
2015
Q3 		$1K Hold
40
– – ﹤0.01% 900
2015
Q2 		$1K Hold
40
– – ﹤0.01% 937
2015
Q1 		$1K Sell
40
-40
-50% -$1.06K ﹤0.01% 841
2014
Q4 		$2K Buy
80
+40
+100% +$1.14K ﹤0.01% 760
2014
Q3 		$1K Sell
40
-60
-60% -$1.96K ﹤0.01% 810
2014
Q2 		$3K Hold
100
– – ﹤0.01% 658
2014
Q1 		$4K Buy
100
+50
+100% +$1.75K ﹤0.01% 688
2013
Q4 		$2K Buy
+50
New +$1.57K ﹤0.01% 680

Other funds holding CG

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
VSI
Verde Servicos Internacionais Sao Paulo, Brazil $326M AUM 26.99% 1-Year Est. Return
TGA
Trilogy Global Advisors Winter Park, Florida $712K AUM 8.54% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return