CFS
CS

Commonwealth Financial Services’s Credit Suisse Group CS Stock Holding History

Commonwealth Financial Services’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
2017
Q1 		$283K Buy
19,704
+494
+3% +$7.54K 0.31% 42
2016
Q4 		$297K Buy
+19,210
New +$269K 0.29% 42

Other funds holding CS

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 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

Commonwealth Financial Services's CS Position: Q1 2017 in Review

Commonwealth Financial Services increased its Credit Suisse Group (CS) stake by 2.6% in Q1 2017, buying an estimated $7.54K and bringing the position to 19,704 shares worth $283K. The position accounts for 0.31% of the portfolio, ranked #42.

Commonwealth Financial Services first reported a position in CS in Q4 2016 and has held it in 2 quarters since. The position peaked at $297K in Q4 2016. 212 funds tracked by Wall St. Rank hold CS as of Q1 2017.

  • Commonwealth Financial Services held 19,704 shares of Credit Suisse Group worth $283K as of Q1 2017.
  • Commonwealth Financial Services bought 494 Credit Suisse Group shares in Q1 2017, an estimated $7.54K.
  • Credit Suisse Group made up 0.31% of Commonwealth Financial Services's portfolio in Q1 2017, its #42 holding.
  • Commonwealth Financial Services first reported a position in Credit Suisse Group in Q4 2016 and has held it in 2 quarters since.
  • Commonwealth Financial Services's Credit Suisse Group position peaked at $297K in Q4 2016.
  • 212 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.