YorkBridge Wealth Partners’s Carlyle Group CG Stock Holding History

YorkBridge Wealth 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 Q4	–	Sell	-1,170	Closed	-$28K	–	868
2017 Q3	$28K	Hold	1,170	–	–	0.01%	448
2017 Q2	$23K	Hold	1,170	–	–	0.01%	471
2017 Q1	$20K	Hold	1,170	–	–	0.01%	504
2016 Q4	$19K	Buy	+1,170	New	+$18.1K	0.01%	480

Other funds holding CG

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

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

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 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

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

PGH

Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return

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

AFG

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

YorkBridge Wealth Partners's CG Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of Carlyle Group (CG) in Q4 2017, closing a stake of 1,170 shares — an estimated $28K sold.

YorkBridge Wealth Partners first reported a position in CG in Q4 2016 and held it in 4 quarters. The position peaked at $28K in Q3 2017. 169 funds tracked by Wall St. Rank hold CG as of Q4 2017.

YorkBridge Wealth Partners reported no remaining Carlyle Group position as of Q4 2017 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,170 Carlyle Group shares in Q4 2017, an estimated $28K.
YorkBridge Wealth Partners first reported a position in Carlyle Group in Q4 2016 and held it in 4 quarters.
YorkBridge Wealth Partners's Carlyle Group position peaked at $28K in Q3 2017.
169 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.