LYV
CG icon

Live Your Vision’s Carlyle Group CG Stock Holding History

Live Your Vision’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
Q3 		– Sell
-100
Closed -$2.13K – 278
2017
Q2 		$2K Hold
100
– – ﹤0.01% 265
2017
Q1 		$2K Hold
100
– – ﹤0.01% 273
2016
Q4 		$2K Hold
100
– – ﹤0.01% 267
2016
Q3 		$2K Buy
+100
New +$1.61K ﹤0.01% 265

Other funds holding CG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Live Your Vision's CG Position: Q3 2017 in Review

Live Your Vision sold out of Carlyle Group (CG) in Q3 2017, closing a stake of 100 shares — an estimated $2.13K sold.

Live Your Vision first reported a position in CG in Q3 2016 and held it in 4 quarters. The position peaked at $2K in Q2 2017. 152 funds tracked by Wall St. Rank hold CG as of Q3 2017.

  • Live Your Vision reported no remaining Carlyle Group position as of Q3 2017 after selling out during the quarter.
  • Live Your Vision sold 100 Carlyle Group shares in Q3 2017, an estimated $2.13K.
  • Live Your Vision first reported a position in Carlyle Group in Q3 2016 and held it in 4 quarters.
  • Live Your Vision's Carlyle Group position peaked at $2K in Q2 2017.
  • 152 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2017.

Based on Live Your Vision's 13F filing for Q3 2017, filed 13 Nov 2017.