ACS
CS

Archford Capital Strategies’s Credit Suisse Group CS Stock Holding History

Archford Capital Strategies’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
2016
Q4 		– Sell
-40
Closed – – 761
2016
Q3 		$0 Hold
40
– – ﹤0.01% 734
2016
Q2 		$0 Buy
+40
New +$545 ﹤0.01% 777
2016
Q1 		– Sell
-40
Closed -$1K – 641
2015
Q4 		$1K Hold
40
– – ﹤0.01% 808
2015
Q3 		$1K Hold
40
– – ﹤0.01% 654
2015
Q2 		$1K Hold
40
– – ﹤0.01% 631
2015
Q1 		$1.08K Hold
40
– – ﹤0.01% 634
2014
Q4 		$1K Hold
40
– – ﹤0.01% 662
2014
Q3 		$1K Hold
40
– – ﹤0.01% 657
2014
Q2 		$1.13K Hold
40
– – ﹤0.01% 772
2014
Q1 		$1.29K Buy
+40
New +$1.25K ﹤0.01% 706

Other funds holding CS

PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
EARNEST Partners
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Archford Capital Strategies's CS Position: Q4 2016 in Review

Archford Capital Strategies sold out of Credit Suisse Group (CS) in Q4 2016, closing a stake of 40 shares.

Archford Capital Strategies first reported a position in CS in Q1 2014 and held it in 10 quarters. The position peaked at $1.29K in Q1 2014. 186 funds tracked by Wall St. Rank hold CS as of Q4 2016.

  • Archford Capital Strategies reported no remaining Credit Suisse Group position as of Q4 2016 after selling out during the quarter.
  • Archford Capital Strategies sold 40 Credit Suisse Group shares in Q4 2016.
  • Archford Capital Strategies first reported a position in Credit Suisse Group in Q1 2014 and held it in 10 quarters.
  • Archford Capital Strategies's Credit Suisse Group position peaked at $1.29K in Q1 2014.
  • 186 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2016.

Based on Archford Capital Strategies's 13F filing for Q4 2016, filed 15 Feb 2017.