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WealthPLAN Partners’s Carlyle Group CG Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-448
Closed -$7.12K – 217
2017
Q1 		$7.12K Buy
+448
New +$7.34K 0.02% 311
2016
Q3 		– Sell
-19,857
Closed -$156K – 969
2016
Q2 		$156K Buy
+19,857
New +$325K 0.02% 463
2015
Q4 		$148K Buy
+29,624
New +$527K 0.02% 324
2015
Q2 		$266K Buy
9,460
+64
+0.7% +$1.88K 0.12% 80
2015
Q1 		$255K Buy
+9,396
New +$250K 0.12% 99

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AIM
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SAC
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.19B AUM 3.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return