Benjamin F. Edwards & Company’s Credit Suisse Group CS Stock Holding History

Benjamin F. Edwards & Company’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
2020 Q4	–	Sell	-88	Closed	-$1K	–	1762
2020 Q3	$1K	Sell	88 -88	-50%	-$943	﹤0.01%	1648
2020 Q2	$2K	Buy	+176	New	+$1.58K	﹤0.01%	1605
2017 Q4	–	Sell	-12	Closed	–	–	1643
2017 Q3	$0	Buy	+12	New	+$182	﹤0.01%	1596
2017 Q2	–	Sell	-1,000	Closed	-$15K	–	1499
2017 Q1	$15K	Buy	+1,000	New	+$15.3K	﹤0.01%	916
2016 Q1	–	Sell	-12	Closed	–	–	1223
2015 Q4	$0	Buy	+12	New	+$280	﹤0.01%	1265

Other funds holding CS

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Benjamin F. Edwards & Company's CS Position: Q4 2020 in Review

Benjamin F. Edwards & Company sold out of Credit Suisse Group (CS) in Q4 2020, closing a stake of 88 shares — an estimated $1K sold.

Benjamin F. Edwards & Company first reported a position in CS in Q4 2015 and held it in 5 quarters. The position peaked at $15K in Q1 2017. 200 funds tracked by Wall St. Rank hold CS as of Q4 2020.

Benjamin F. Edwards & Company reported no remaining Credit Suisse Group position as of Q4 2020 after selling out during the quarter.
Benjamin F. Edwards & Company sold 88 Credit Suisse Group shares in Q4 2020, an estimated $1K.
Benjamin F. Edwards & Company first reported a position in Credit Suisse Group in Q4 2015 and held it in 5 quarters.
Benjamin F. Edwards & Company's Credit Suisse Group position peaked at $15K in Q1 2017.
200 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2020, filed 16 Feb 2021.