KPCM
CG icon

Kings Point Capital Management’s Carlyle Group CG Stock Holding History

Kings Point Capital 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
Q2 		– Sell
-4,000
Closed -$64K – 337
2017
Q1 		$64K Buy
+4,000
New +$65.6K 0.02% 203

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Kings Point Capital Management's CG Position: Q2 2017 in Review

Kings Point Capital Management sold out of Carlyle Group (CG) in Q2 2017, closing a stake of 4,000 shares — an estimated $64K sold.

Kings Point Capital Management first reported a position in CG in Q1 2017 and held it in 1 quarter. The position peaked at $64K in Q1 2017. 136 funds tracked by Wall St. Rank hold CG as of Q2 2017.

  • Kings Point Capital Management reported no remaining Carlyle Group position as of Q2 2017 after selling out during the quarter.
  • Kings Point Capital Management sold 4,000 Carlyle Group shares in Q2 2017, an estimated $64K.
  • Kings Point Capital Management first reported a position in Carlyle Group in Q1 2017 and held it in 1 quarter.
  • Kings Point Capital Management's Carlyle Group position peaked at $64K in Q1 2017.
  • 136 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2017.

Based on Kings Point Capital Management's 13F filing for Q2 2017, filed 8 Aug 2017.