Laffer Tengler Investments’s The Carlyle Group L.P. 5.875 Percent Series A Preferred Units TCGP Stock Holding History

Laffer Tengler Investments’s Portfolio TCGP Stock Details TCGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-12,994	Closed	-$306K	–	200
2018 Q2	$306K	Sell	12,994 -328	-2%	-$7.72K	0.08%	178
2018 Q1	$321K	Buy	13,322 +174	+1%	+$4.23K	0.08%	175
2017 Q4	$334K	Buy	+13,148	New	+$333K	0.08%	190

Other funds holding TCGP

IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

Laffer Tengler Investments's TCGP Position: Q3 2018 in Review

Laffer Tengler Investments sold out of The Carlyle Group L.P. 5.875 Percent Series A Preferred Units (TCGP) in Q3 2018, closing a stake of 12,994 shares — an estimated $306K sold.

Laffer Tengler Investments first reported a position in TCGP in Q4 2017 and held it in 3 quarters. The position peaked at $334K in Q4 2017. 2 funds tracked by Wall St. Rank hold TCGP as of Q3 2018.

Laffer Tengler Investments reported no remaining The Carlyle Group L.P. 5.875 Percent Series A Preferred Units position as of Q3 2018 after selling out during the quarter.
Laffer Tengler Investments sold 12,994 The Carlyle Group L.P. 5.875 Percent Series A Preferred Units shares in Q3 2018, an estimated $306K.
Laffer Tengler Investments first reported a position in The Carlyle Group L.P. 5.875 Percent Series A Preferred Units in Q4 2017 and held it in 3 quarters.
Laffer Tengler Investments's The Carlyle Group L.P. 5.875 Percent Series A Preferred Units position peaked at $334K in Q4 2017.
2 funds tracked by Wall St. Rank held The Carlyle Group L.P. 5.875 Percent Series A Preferred Units as of Q3 2018.

Based on Laffer Tengler Investments's 13F filing for Q3 2018, filed 14 Nov 2018.