BP
CS

Banyan Partners’s Credit Suisse Group CS Stock Holding History

Banyan Partners’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
2014
Q3 		$437K Sell
15,801
-3,643
-19% -$102K 0.04% 326
2014
Q2 		$552K Buy
19,444
+3
+0% +$92 0.05% 302
2014
Q1 		$629K Buy
+19,441
New +$609K 0.05% 278

Other funds holding CS

EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Banyan Partners's CS Position: Q3 2014 in Review

Banyan Partners reduced its Credit Suisse Group (CS) stake by 19% in Q3 2014, selling an estimated $102K and leaving 15,801 shares worth $437K. The position accounts for 0.04% of the portfolio, ranked #326.

Banyan Partners first reported a position in CS in Q1 2014 and has held it in 3 quarters since. The position peaked at $629K in Q1 2014. 156 funds tracked by Wall St. Rank hold CS as of Q3 2014.

  • Banyan Partners held 15,801 shares of Credit Suisse Group worth $437K as of Q3 2014.
  • Banyan Partners sold 3,643 Credit Suisse Group shares in Q3 2014, an estimated $102K.
  • Credit Suisse Group made up 0.04% of Banyan Partners's portfolio in Q3 2014, its #326 holding.
  • Banyan Partners first reported a position in Credit Suisse Group in Q1 2014 and has held it in 3 quarters since.
  • Banyan Partners's Credit Suisse Group position peaked at $629K in Q1 2014.
  • 156 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.