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Obermeyer Wealth Partners’s Carlyle Group CG Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-850
Closed -$22K – 88
2013
Q2 		$22K Buy
+850
New +$25.1K 0.01% 187

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HC
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RRC
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Robeco Institutional Asset Management
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPLP
Lansdowne Partners Limited Partnership London, United Kingdom $11.9B AUM 36% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Obermeyer Wealth Partners's CG Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Carlyle Group (CG) in Q3 2013, closing a stake of 850 shares — an estimated $22K sold.

Obermeyer Wealth Partners first reported a position in CG in Q2 2013 and held it in 1 quarter. The position peaked at $22K in Q2 2013. 91 funds tracked by Wall St. Rank hold CG as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Carlyle Group position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 850 Carlyle Group shares in Q3 2013, an estimated $22K.
  • Obermeyer Wealth Partners first reported a position in Carlyle Group in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Carlyle Group position peaked at $22K in Q2 2013.
  • 91 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.