SQA
CGBD icon

Simon Quick Advisors’s Carlyle Secured Lending CGBD Stock Holding History

Simon Quick Advisors’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-5,057
Closed -$45K – 446
2020
Q3 		$45K Hold
5,057
– – 0.01% 202
2020
Q2 		$43K Hold
5,057
– – 0.02% 208
2020
Q1 		$26K Hold
5,057
– – 0.01% 254
2019
Q4 		$68K Hold
5,057
– – 0.02% 185
2019
Q3 		$73K Hold
5,057
– – 0.03% 144
2019
Q2 		$77.1K Buy
+5,057
New +$75.6K 0.04% 101

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Truist Financial
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D.E. Shaw & Co
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HighTower Advisors
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CCM
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Ameriprise
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return