Avestar Capital’s Credit Suisse Group CS Stock Holding History

Avestar Capital’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 Q3	–	Sell	-208	Closed	-$2K	–	896
2019 Q2	$2K	Hold	208	–	–	﹤0.01%	711
2019 Q1	$2K	Hold	208	–	–	﹤0.01%	682
2018 Q4	$2K	Sell	208 -336	-62%	-$4.16K	﹤0.01%	665
2018 Q3	$7K	Buy	544 +166	+44%	+$2.53K	﹤0.01%	516
2018 Q2	$4K	Buy	378 +53	+16%	+$854	﹤0.01%	619
2018 Q1	$4K	Buy	+325	New	+$5.96K	﹤0.01%	584

Other funds holding CS

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Avestar Capital's CS Position: Q3 2019 in Review

Avestar Capital sold out of Credit Suisse Group (CS) in Q3 2019, closing a stake of 208 shares — an estimated $2K sold.

Avestar Capital first reported a position in CS in Q1 2018 and held it in 6 quarters. The position peaked at $7K in Q3 2018. 185 funds tracked by Wall St. Rank hold CS as of Q3 2019.

Avestar Capital reported no remaining Credit Suisse Group position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 208 Credit Suisse Group shares in Q3 2019, an estimated $2K.
Avestar Capital first reported a position in Credit Suisse Group in Q1 2018 and held it in 6 quarters.
Avestar Capital's Credit Suisse Group position peaked at $7K in Q3 2018.
185 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.