VRM
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Vectors Research Management’s Carlyle Group CG Stock Holding History

Vectors Research Management’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
Q1 		– Sell
-1,875
Closed -$30K – 430
2018
Q4 		$30K Hold
1,875
– – 0.01% 254
2018
Q3 		$41K Buy
+1,875
New +$44.1K 0.03% 191

Other funds holding CG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Vectors Research Management's CG Position: Q1 2019 in Review

Vectors Research Management sold out of Carlyle Group (CG) in Q1 2019, closing a stake of 1,875 shares — an estimated $30K sold.

Vectors Research Management first reported a position in CG in Q3 2018 and held it in 2 quarters. The position peaked at $41K in Q3 2018. 152 funds tracked by Wall St. Rank hold CG as of Q1 2019.

  • Vectors Research Management reported no remaining Carlyle Group position as of Q1 2019 after selling out during the quarter.
  • Vectors Research Management sold 1,875 Carlyle Group shares in Q1 2019, an estimated $30K.
  • Vectors Research Management first reported a position in Carlyle Group in Q3 2018 and held it in 2 quarters.
  • Vectors Research Management's Carlyle Group position peaked at $41K in Q3 2018.
  • 152 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2019.

Based on Vectors Research Management's 13F filing for Q1 2019, filed 15 Jul 2019.