AWS
CS

Aris Wealth Services’s Credit Suisse Group CS Stock Holding History

Aris Wealth Services’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
2015
Q3 		$2K Hold
86
– – ﹤0.01% 336
2015
Q2 		$2K Hold
86
– – ﹤0.01% 470
2015
Q1 		$2K Buy
+86
New +$2.05K ﹤0.01% 489

Other funds holding CS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Aris Wealth Services's CS Position: Q3 2015 in Review

Aris Wealth Services held its Credit Suisse Group (CS) position steady in Q3 2015 at 86 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Aris Wealth Services first reported a position in CS in Q1 2015 and has held it in 3 quarters since. 164 funds tracked by Wall St. Rank hold CS as of Q3 2015.

  • Aris Wealth Services held 86 shares of Credit Suisse Group worth $2K as of Q3 2015.
  • Aris Wealth Services left its Credit Suisse Group share count unchanged in Q3 2015.
  • Credit Suisse Group made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #336 holding.
  • Aris Wealth Services first reported a position in Credit Suisse Group in Q1 2015 and has held it in 3 quarters since.
  • 164 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.