BOPW
CS

Brandywine Oak Private Wealth’s Credit Suisse Group CS Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-7,395
Closed -$80K – 677
2018
Q4 		$80K Buy
+7,395
New +$91.5K 0.02% 312

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BIP
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Allianz Asset Management
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MCM
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Bank of America
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brandywine Oak Private Wealth's CS Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Credit Suisse Group (CS) in Q1 2019, closing a stake of 7,395 shares — an estimated $80K sold.

Brandywine Oak Private Wealth first reported a position in CS in Q4 2018 and held it in 1 quarter. The position peaked at $80K in Q4 2018. 195 funds tracked by Wall St. Rank hold CS as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Credit Suisse Group position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 7,395 Credit Suisse Group shares in Q1 2019, an estimated $80K.
  • Brandywine Oak Private Wealth first reported a position in Credit Suisse Group in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Credit Suisse Group position peaked at $80K in Q4 2018.
  • 195 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.