1GA
CS

1st Global Advisors’s Credit Suisse Group CS Stock Holding History

1st Global 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
2013
Q3 		– Sell
-15,683
Closed -$415K – 406
2013
Q2 		$415K Buy
+15,683
New +$441K 0.09% 151

Other funds holding CS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
TGI
Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1st Global Advisors's CS Position: Q3 2013 in Review

1st Global Advisors sold out of Credit Suisse Group (CS) in Q3 2013, closing a stake of 15,683 shares — an estimated $415K sold.

1st Global Advisors first reported a position in CS in Q2 2013 and held it in 1 quarter. The position peaked at $415K in Q2 2013. 174 funds tracked by Wall St. Rank hold CS as of Q3 2013.

  • 1st Global Advisors reported no remaining Credit Suisse Group position as of Q3 2013 after selling out during the quarter.
  • 1st Global Advisors sold 15,683 Credit Suisse Group shares in Q3 2013, an estimated $415K.
  • 1st Global Advisors first reported a position in Credit Suisse Group in Q2 2013 and held it in 1 quarter.
  • 1st Global Advisors's Credit Suisse Group position peaked at $415K in Q2 2013.
  • 174 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2013.

Based on 1st Global Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.