Bolton LP’s Credit Suisse Group CS Stock Holding History

Bolton LP’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 Q1	–	Sell	-599	Closed	-$112K	–	284
2013 Q4	$112K	Buy	599 +74	+14%	+$2.24K	0.02%	180
2013 Q3	$130K	Buy	+525	New	+$15.6K	0.04%	163

Other funds holding CS

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

HJGA

Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bolton LP's CS Position: Q2 2014 in Review

Bolton LP sold out of Credit Suisse Group (CS) in Q2 2014, closing a stake of 15,330 shares — an estimated $496K sold.

Bolton LP first reported a position in CS in Q3 2013 and held it in 3 quarters. The position peaked at $496K in Q1 2014. 164 funds tracked by Wall St. Rank hold CS as of Q2 2014.

Bolton LP reported no remaining Credit Suisse Group position as of Q2 2014 after selling out during the quarter.
Bolton LP sold 15,330 Credit Suisse Group shares in Q2 2014, an estimated $496K.
Bolton LP first reported a position in Credit Suisse Group in Q3 2013 and held it in 3 quarters.
Bolton LP's Credit Suisse Group position peaked at $496K in Q1 2014.
164 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2014.

Based on Bolton LP's 13F filing for Q2 2014, filed 14 Aug 2014.