SNC
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Stifel Nicolaus & Co’s Carlyle Group CG Stock Holding History

Stifel Nicolaus & Co’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 		$801K Buy
31,135
+2,725
+10% +$72.2K 0.01% 739
2013
Q2 		$728K Buy
+28,410
New +$840K 0.01% 730

Other funds holding CG

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
HC
Hawkins Capital Houston, Texas $55.4M AUM 11.12% 1-Year Est. Return
RRC
Red Rocks Capital Denver, Colorado $296M AUM 1.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LPLP
Lansdowne Partners Limited Partnership London, United Kingdom $11.9B AUM 36% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Stifel Nicolaus & Co's CG Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Carlyle Group (CG) stake by 9.6% in Q3 2013, buying an estimated $72.2K and bringing the position to 31,135 shares worth $801K. The position accounts for 0.01% of the portfolio, ranked #739.

Stifel Nicolaus & Co first reported a position in CG in Q2 2013 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold CG as of Q3 2013.

  • Stifel Nicolaus & Co held 31,135 shares of Carlyle Group worth $801K as of Q3 2013.
  • Stifel Nicolaus & Co bought 2,725 Carlyle Group shares in Q3 2013, an estimated $72.2K.
  • Carlyle Group made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #739 holding.
  • Stifel Nicolaus & Co first reported a position in Carlyle Group in Q2 2013 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.