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TD Private Client Wealth’s Carlyle Secured Lending CGBD Stock Holding History

TD Private Client Wealth’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
Q2 		– Sell
-5,262
Closed -$27.5K – 1114
2020
Q1 		$27.5K Buy
+5,262
New +$62.3K ﹤0.01% 655

Other funds holding CGBD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return

TD Private Client Wealth's CGBD Position: Q2 2020 in Review

TD Private Client Wealth sold out of Carlyle Secured Lending (CGBD) in Q2 2020, closing a stake of 5,262 shares — an estimated $27.5K sold.

TD Private Client Wealth first reported a position in CGBD in Q1 2020 and held it in 1 quarter. The position peaked at $27.5K in Q1 2020. 82 funds tracked by Wall St. Rank hold CGBD as of Q2 2020.

  • TD Private Client Wealth reported no remaining Carlyle Secured Lending position as of Q2 2020 after selling out during the quarter.
  • TD Private Client Wealth sold 5,262 Carlyle Secured Lending shares in Q2 2020, an estimated $27.5K.
  • TD Private Client Wealth first reported a position in Carlyle Secured Lending in Q1 2020 and held it in 1 quarter.
  • TD Private Client Wealth's Carlyle Secured Lending position peaked at $27.5K in Q1 2020.
  • 82 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2020.

Based on TD Private Client Wealth's 13F filing for Q2 2020, filed 16 Aug 2024.