JIC
CG icon

Joel Isaacson & Co’s Carlyle Group CG Stock Holding History

Joel Isaacson & Co’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
Q3 		– Sell
-109
Closed -$3K – 736
2015
Q2 		$3K Hold
109
– – ﹤0.01% 684
2015
Q1 		$3K Hold
109
– – ﹤0.01% 635
2014
Q4 		$3K Hold
109
– – ﹤0.01% 560
2014
Q3 		$3K Hold
109
– – ﹤0.01% 553
2014
Q2 		$4K Buy
+109
New +$3.58K ﹤0.01% 511

Other funds holding CG

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return