AFC
CS

AFT Forsyth & Company’s Credit Suisse Group CS Stock Holding History

AFT Forsyth & Company’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 		$6K Hold
209
– – 0.01% 289
2013
Q2 		$6K Buy
+209
New +$5.87K 0.01% 270

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

AFT Forsyth & Company's CS Position: Q3 2013 in Review

AFT Forsyth & Company held its Credit Suisse Group (CS) position steady in Q3 2013 at 209 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #289.

AFT Forsyth & Company first reported a position in CS in Q2 2013 and has held it in 2 quarters since. 174 funds tracked by Wall St. Rank hold CS as of Q3 2013.

  • AFT Forsyth & Company held 209 shares of Credit Suisse Group worth $6K as of Q3 2013.
  • AFT Forsyth & Company left its Credit Suisse Group share count unchanged in Q3 2013.
  • Credit Suisse Group made up 0.01% of AFT Forsyth & Company's portfolio in Q3 2013, its #289 holding.
  • AFT Forsyth & Company first reported a position in Credit Suisse Group in Q2 2013 and has held it in 2 quarters since.
  • 174 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.