Legacy Advisors’s Carlyle Group CG Stock Holding History

Legacy 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
2018 Q3	–	Sell	-110	Closed	-$2K	–	465
2018 Q2	$2K	Buy	+110	New	+$2.37K	﹤0.01%	387

Other funds holding CG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PGH

Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Legacy Advisors's CG Position: Q3 2018 in Review

Legacy Advisors sold out of Carlyle Group (CG) in Q3 2018, closing a stake of 110 shares — an estimated $2K sold.

Legacy Advisors first reported a position in CG in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 168 funds tracked by Wall St. Rank hold CG as of Q3 2018.

Legacy Advisors reported no remaining Carlyle Group position as of Q3 2018 after selling out during the quarter.
Legacy Advisors sold 110 Carlyle Group shares in Q3 2018, an estimated $2K.
Legacy Advisors first reported a position in Carlyle Group in Q2 2018 and held it in 1 quarter.
Legacy Advisors's Carlyle Group position peaked at $2K in Q2 2018.
168 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2018.

Based on Legacy Advisors's 13F filing for Q3 2018, filed 18 Oct 2018.