Atwood & Palmer’s Credit Suisse Group CS Stock Holding History

Atwood & Palmer’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 Q4	–	Sell	-61	Closed	-$1K	–	439
2015 Q3	$1K	Hold	61	–	–	﹤0.01%	427
2015 Q2	$2K	Buy	+61	New	+$1.65K	﹤0.01%	358

Other funds holding CS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atwood & Palmer's CS Position: Q4 2015 in Review

Atwood & Palmer sold out of Credit Suisse Group (CS) in Q4 2015, closing a stake of 61 shares — an estimated $1K sold.

Atwood & Palmer first reported a position in CS in Q2 2015 and held it in 2 quarters. The position peaked at $2K in Q2 2015. 160 funds tracked by Wall St. Rank hold CS as of Q4 2015.

Atwood & Palmer reported no remaining Credit Suisse Group position as of Q4 2015 after selling out during the quarter.
Atwood & Palmer sold 61 Credit Suisse Group shares in Q4 2015, an estimated $1K.
Atwood & Palmer first reported a position in Credit Suisse Group in Q2 2015 and held it in 2 quarters.
Atwood & Palmer's Credit Suisse Group position peaked at $2K in Q2 2015.
160 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2015.

Based on Atwood & Palmer's 13F filing for Q4 2015, filed 28 Jan 2016.