AG
CS

Advisor Group’s Credit Suisse Group CS Stock Holding History

Advisor Group’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
Q4 		$210K Sell
15,598
-1,311
-8% -$16.8K ﹤0.01% 2360
2019
Q3 		$207K Sell
16,909
-1,157
-6% -$13.9K ﹤0.01% 2305
2019
Q2 		$216K Sell
18,066
-2,120
-11% -$25.8K ﹤0.01% 2251
2019
Q1 		$236K Sell
20,186
-5,189
-20% -$61.9K ﹤0.01% 2145
2018
Q4 		$275K Sell
25,375
-3,886
-13% -$48.1K ﹤0.01% 1853
2018
Q3 		$437K Buy
29,261
+9,467
+48% +$144K ﹤0.01% 1568
2018
Q2 		$294K Sell
19,794
-4,370
-18% -$70.4K ﹤0.01% 1694
2018
Q1 		$406K Buy
24,164
+7,972
+49% +$146K 0.01% 1462
2017
Q4 		$288K Buy
16,192
+5,547
+52% +$91.7K ﹤0.01% 1719
2017
Q3 		$167K Sell
10,645
-3,792
-26% -$57.6K ﹤0.01% 1988
2017
Q2 		$210K Buy
14,437
+2,055
+17% +$29.7K ﹤0.01% 1757
2017
Q1 		$183K Buy
12,382
+4,322
+54% +$66K ﹤0.01% 1735
2016
Q4 		$115K Buy
8,060
+2,068
+35% +$29K ﹤0.01% 1975
2016
Q3 		$79K Sell
5,992
-31,715
-84% -$384K ﹤0.01% 2170
2016
Q2 		$401K Buy
+37,707
New +$514K 0.01% 1037

Other funds holding CS

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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

Advisor Group's CS Position: Q4 2019 in Review

Advisor Group reduced its Credit Suisse Group (CS) stake by 7.8% in Q4 2019, selling an estimated $16.8K and leaving 15,598 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #2360.

Advisor Group first reported a position in CS in Q2 2016 and has held it in 15 quarters since. The position peaked at $437K in Q3 2018. 182 funds tracked by Wall St. Rank hold CS as of Q4 2019.

  • Advisor Group held 15,598 shares of Credit Suisse Group worth $210K as of Q4 2019.
  • Advisor Group sold 1,311 Credit Suisse Group shares in Q4 2019, an estimated $16.8K.
  • Credit Suisse Group made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2360 holding.
  • Advisor Group first reported a position in Credit Suisse Group in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Credit Suisse Group position peaked at $437K in Q3 2018.
  • 182 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.