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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
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