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Northwest & Ethical Investments’s Carlyle Group CG Stock Holding History

Northwest & Ethical Investments’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
Q4 		– Sell
-3,100
Closed -$69.9K – 374
2018
Q3 		$69.9K Buy
+3,100
New +$72.9K ﹤0.01% 346

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BAMCO Inc
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AIM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwest & Ethical Investments's CG Position: Q4 2018 in Review

Northwest & Ethical Investments sold out of Carlyle Group (CG) in Q4 2018, closing a stake of 3,100 shares — an estimated $69.9K sold.

Northwest & Ethical Investments first reported a position in CG in Q3 2018 and held it in 1 quarter. The position peaked at $69.9K in Q3 2018. 156 funds tracked by Wall St. Rank hold CG as of Q4 2018.

  • Northwest & Ethical Investments reported no remaining Carlyle Group position as of Q4 2018 after selling out during the quarter.
  • Northwest & Ethical Investments sold 3,100 Carlyle Group shares in Q4 2018, an estimated $69.9K.
  • Northwest & Ethical Investments first reported a position in Carlyle Group in Q3 2018 and held it in 1 quarter.
  • Northwest & Ethical Investments's Carlyle Group position peaked at $69.9K in Q3 2018.
  • 156 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2018.

Based on Northwest & Ethical Investments's 13F filing for Q4 2018, filed 8 Jul 2025.