Perkins Coie Trust Company’s Carlyle Group CG Stock Holding History

Perkins Coie Trust Company’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
2019 Q2	–	Sell	-145	Closed	-$3K	–	320
2019 Q1	$3K	Buy	+145	New	+$2.63K	﹤0.01%	283

Other funds holding CG

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Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Perkins Coie Trust Company's CG Position: Q2 2019 in Review

Perkins Coie Trust Company sold out of Carlyle Group (CG) in Q2 2019, closing a stake of 145 shares — an estimated $3K sold.

Perkins Coie Trust Company first reported a position in CG in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 148 funds tracked by Wall St. Rank hold CG as of Q2 2019.

Perkins Coie Trust Company reported no remaining Carlyle Group position as of Q2 2019 after selling out during the quarter.
Perkins Coie Trust Company sold 145 Carlyle Group shares in Q2 2019, an estimated $3K.
Perkins Coie Trust Company first reported a position in Carlyle Group in Q1 2019 and held it in 1 quarter.
Perkins Coie Trust Company's Carlyle Group position peaked at $3K in Q1 2019.
148 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2019.

Based on Perkins Coie Trust Company's 13F filing for Q2 2019, filed 10 Jul 2019.