CBB
CS

Citizens Business Bank’s Credit Suisse Group CS Stock Holding History

Citizens Business Bank’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
Q3 		– Sell
-19,463
Closed -$552K – 287
2014
Q2 		$552K Hold
19,463
– – 0.11% 203
2014
Q1 		$630K Hold
19,463
– – 0.12% 190
2013
Q4 		$604K Hold
19,463
– – 0.12% 195
2013
Q3 		$595K Hold
19,463
– – 0.13% 177
2013
Q2 		$515K Buy
+19,463
New +$547K 0.11% 178

Other funds holding CS

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citizens Business Bank's CS Position: Q3 2014 in Review

Citizens Business Bank sold out of Credit Suisse Group (CS) in Q3 2014, closing a stake of 19,463 shares — an estimated $552K sold.

Citizens Business Bank first reported a position in CS in Q2 2013 and held it in 5 quarters. The position peaked at $630K in Q1 2014. 156 funds tracked by Wall St. Rank hold CS as of Q3 2014.

  • Citizens Business Bank reported no remaining Credit Suisse Group position as of Q3 2014 after selling out during the quarter.
  • Citizens Business Bank sold 19,463 Credit Suisse Group shares in Q3 2014, an estimated $552K.
  • Citizens Business Bank first reported a position in Credit Suisse Group in Q2 2013 and held it in 5 quarters.
  • Citizens Business Bank's Credit Suisse Group position peaked at $630K in Q1 2014.
  • 156 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2014.

Based on Citizens Business Bank's 13F filing for Q3 2014, filed 18 Nov 2022.