Klingman & Associates’s Carlyle Group CG Stock Holding History

Klingman & Associates’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 Q4	–	Sell	-72	Closed	-$1K	–	138
2016 Q3	$1K	Hold	72	–	–	﹤0.01%	356
2016 Q2	$1K	Hold	72	–	–	﹤0.01%	366
2016 Q1	$1K	Hold	72	–	–	﹤0.01%	372
2015 Q4	$1K	Hold	72	–	–	﹤0.01%	384
2015 Q3	$1K	Sell	72 -603	-89%	-$14.2K	﹤0.01%	403
2015 Q2	$19K	Hold	675	–	–	0.01%	261
2015 Q1	$18K	Hold	675	–	–	0.01%	246
2014 Q4	$18K	Buy	+675	New	+$19.2K	0.01%	247

Other funds holding CG

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

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

OFM

Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Klingman & Associates's CG Position: Q4 2016 in Review

Klingman & Associates sold out of Carlyle Group (CG) in Q4 2016, closing a stake of 72 shares — an estimated $1K sold.

Klingman & Associates first reported a position in CG in Q4 2014 and held it in 8 quarters. The position peaked at $19K in Q2 2015. 123 funds tracked by Wall St. Rank hold CG as of Q4 2016.

Klingman & Associates reported no remaining Carlyle Group position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 72 Carlyle Group shares in Q4 2016, an estimated $1K.
Klingman & Associates first reported a position in Carlyle Group in Q4 2014 and held it in 8 quarters.
Klingman & Associates's Carlyle Group position peaked at $19K in Q2 2015.
123 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.