180 Wealth Advisors’s Credit Suisse Group CS Stock Holding History

180 Wealth Advisors’s Portfolio CS Stock Details CS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-10,548	Closed	-$131K	–	265
2019 Q1	$131K	Sell	10,548 -5,489	-34%	-$65.5K	0.06%	246
2018 Q4	$240K	Hold	16,037	–	–	0.11%	216
2018 Q3	$240K	Sell	16,037 -1,405	-8%	-$21.4K	0.11%	216
2018 Q2	$260K	Buy	17,442 +4,033	+30%	+$65K	0.13%	196
2018 Q1	$225K	Sell	13,409 -340	-2%	-$6.23K	0.12%	210
2017 Q4	$245K	Buy	+13,749	New	+$227K	0.12%	195

Other funds holding CS

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

180 Wealth Advisors's CS Position: Q2 2019 in Review

180 Wealth Advisors sold out of Credit Suisse Group (CS) in Q2 2019, closing a stake of 10,548 shares — an estimated $131K sold.

180 Wealth Advisors first reported a position in CS in Q4 2017 and held it in 6 quarters. The position peaked at $260K in Q2 2018. 183 funds tracked by Wall St. Rank hold CS as of Q2 2019.

180 Wealth Advisors reported no remaining Credit Suisse Group position as of Q2 2019 after selling out during the quarter.
180 Wealth Advisors sold 10,548 Credit Suisse Group shares in Q2 2019, an estimated $131K.
180 Wealth Advisors first reported a position in Credit Suisse Group in Q4 2017 and held it in 6 quarters.
180 Wealth Advisors's Credit Suisse Group position peaked at $260K in Q2 2018.
183 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2019.

Based on 180 Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.