WFG Advisors’s Carlyle Group CG Stock Holding History

WFG 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 Q2	$89K	Buy	4,500 +369	+9%	+$6.51K	0.02%	552
2017 Q1	$66K	Sell	4,131 -389	-9%	-$6.38K	0.02%	590
2016 Q4	$69K	Buy	4,520 +520	+13%	+$8.03K	0.02%	638
2016 Q3	$62K	Buy	+4,000	New	+$64.5K	0.02%	649
2014 Q4	–	Sell	-8,389	Closed	-$256K	–	2090
2014 Q3	$256K	Hold	8,389	–	–	0.05%	393
2014 Q2	$285K	Buy	+8,389	New	+$276K	0.05%	362

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

CFM

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

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

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

AFG

American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WFG Advisors's CG Position: Q2 2017 in Review

WFG Advisors increased its Carlyle Group (CG) stake by 8.9% in Q2 2017, buying an estimated $6.51K and bringing the position to 4,500 shares worth $89K. The position accounts for 0.02% of the portfolio, ranked #552.

WFG Advisors first reported a position in CG in Q2 2014 and has held it in 6 quarters since. The position peaked at $285K in Q2 2014. 136 funds tracked by Wall St. Rank hold CG as of Q2 2017.

WFG Advisors held 4,500 shares of Carlyle Group worth $89K as of Q2 2017.
WFG Advisors bought 369 Carlyle Group shares in Q2 2017, an estimated $6.51K.
Carlyle Group made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #552 holding.
WFG Advisors first reported a position in Carlyle Group in Q2 2014 and has held it in 6 quarters since.
WFG Advisors's Carlyle Group position peaked at $285K in Q2 2014.
136 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.