Hudock Inc’s Carlyle Group CG Stock Holding History

Hudock Inc’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
2019 Q2	–	Sell	-200	Closed	-$3K	–	684
2019 Q1	$3K	Buy	+200	New	+$3.63K	﹤0.01%	541
2017 Q2	–	Sell	-425	Closed	-$6K	–	602
2017 Q1	$6K	Hold	425	–	–	﹤0.01%	428
2016 Q4	$6K	Buy	425 +75	+21%	+$1.16K	﹤0.01%	423
2016 Q3	$5K	Buy	350 +150	+75%	+$2.42K	﹤0.01%	450
2016 Q2	$3K	Sell	200 -203	-50%	-$3.33K	﹤0.01%	500
2016 Q1	$6K	Buy	403 +3	+0.8%	+$44	﹤0.01%	445
2015 Q4	$6K	Buy	+400	New	+$7.12K	﹤0.01%	419

Other funds holding CG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Hudock Inc's CG Position: Q2 2019 in Review

Hudock Inc sold out of Carlyle Group (CG) in Q2 2019, closing a stake of 200 shares — an estimated $3K sold.

Hudock Inc first reported a position in CG in Q4 2015 and held it in 7 quarters. The position peaked at $6K in Q1 2017. 148 funds tracked by Wall St. Rank hold CG as of Q2 2019.

Hudock Inc reported no remaining Carlyle Group position as of Q2 2019 after selling out during the quarter.
Hudock Inc sold 200 Carlyle Group shares in Q2 2019, an estimated $3K.
Hudock Inc first reported a position in Carlyle Group in Q4 2015 and held it in 7 quarters.
Hudock Inc's Carlyle Group position peaked at $6K in Q1 2017.
148 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2019.

Based on Hudock Inc's 13F filing for Q2 2019, filed 30 Jul 2019.