BPBT
CS

Boston Private Bank & Trust’s Credit Suisse Group CS Stock Holding History

Boston Private Bank & Trust’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
Q1 		– Sell
-500
Closed -$13K – 1125
2014
Q4 		$13K Buy
+500
New +$13.1K ﹤0.01% 817

Other funds holding CS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Private Bank & Trust's CS Position: Q1 2015 in Review

Boston Private Bank & Trust sold out of Credit Suisse Group (CS) in Q1 2015, closing a stake of 500 shares — an estimated $13K sold.

Boston Private Bank & Trust first reported a position in CS in Q4 2014 and held it in 1 quarter. The position peaked at $13K in Q4 2014. 150 funds tracked by Wall St. Rank hold CS as of Q1 2015.

  • Boston Private Bank & Trust reported no remaining Credit Suisse Group position as of Q1 2015 after selling out during the quarter.
  • Boston Private Bank & Trust sold 500 Credit Suisse Group shares in Q1 2015, an estimated $13K.
  • Boston Private Bank & Trust first reported a position in Credit Suisse Group in Q4 2014 and held it in 1 quarter.
  • Boston Private Bank & Trust's Credit Suisse Group position peaked at $13K in Q4 2014.
  • 150 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.