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J.P. Marvel Investment Advisors’s Carlyle Group CG Stock Holding History

J.P. Marvel Investment Advisors’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
Q2 		$949K Buy
33,697
+10,000
+42% +$293K 0.32% 58
2015
Q1 		$642K Hold
23,697
– – 0.22% 64
2014
Q4 		$652K Hold
23,697
– – 0.23% 68
2014
Q3 		$722K Hold
23,697
– – 0.26% 65
2014
Q2 		$805K Hold
23,697
– – 0.27% 62
2014
Q1 		$833K Sell
23,697
-1,270
-5% -$44.6K 0.29% 60
2013
Q4 		$889K Buy
24,967
+1,270
+5% +$40K 0.32% 58
2013
Q3 		$609K Hold
23,697
– – 0.24% 66
2013
Q2 		$607K Buy
+23,697
New +$700K 0.25% 61

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IG
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