CAL
CS

Capital Advisors Ltd’s Credit Suisse Group CS Stock Holding History

Capital Advisors Ltd’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
2018
Q4 		– Sell
-1,218
Closed -$18K – 497
2018
Q3 		$18K Buy
+1,218
New +$18.6K 0.01% 371

Other funds holding CS

EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Advisors Ltd's CS Position: Q4 2018 in Review

Capital Advisors Ltd sold out of Credit Suisse Group (CS) in Q4 2018, closing a stake of 1,218 shares — an estimated $18K sold.

Capital Advisors Ltd first reported a position in CS in Q3 2018 and held it in 1 quarter. The position peaked at $18K in Q3 2018. 233 funds tracked by Wall St. Rank hold CS as of Q4 2018.

  • Capital Advisors Ltd reported no remaining Credit Suisse Group position as of Q4 2018 after selling out during the quarter.
  • Capital Advisors Ltd sold 1,218 Credit Suisse Group shares in Q4 2018, an estimated $18K.
  • Capital Advisors Ltd first reported a position in Credit Suisse Group in Q3 2018 and held it in 1 quarter.
  • Capital Advisors Ltd's Credit Suisse Group position peaked at $18K in Q3 2018.
  • 233 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2018.

Based on Capital Advisors Ltd's 13F filing for Q4 2018, filed 29 Jan 2019.