V Wealth Advisors’s Carlyle Group CG Stock Holding History

V Wealth Advisors’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
2017 Q3	–	Sell	-900	Closed	-$18K	–	272
2017 Q2	$18K	Buy	+900	New	+$15.9K	0.01%	474

Other funds holding CG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

AIM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

V Wealth Advisors's CG Position: Q3 2017 in Review

V Wealth Advisors sold out of Carlyle Group (CG) in Q3 2017, closing a stake of 900 shares — an estimated $18K sold.

V Wealth Advisors first reported a position in CG in Q2 2017 and held it in 1 quarter. The position peaked at $18K in Q2 2017. 152 funds tracked by Wall St. Rank hold CG as of Q3 2017.

V Wealth Advisors reported no remaining Carlyle Group position as of Q3 2017 after selling out during the quarter.
V Wealth Advisors sold 900 Carlyle Group shares in Q3 2017, an estimated $18K.
V Wealth Advisors first reported a position in Carlyle Group in Q2 2017 and held it in 1 quarter.
V Wealth Advisors's Carlyle Group position peaked at $18K in Q2 2017.
152 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.