CIP
CS

Convergence Investment Partners’s Credit Suisse Group CS Stock Holding History

Convergence Investment Partners’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
Q2 		– Sell
-833
Closed -$14K – 958
2018
Q1 		$14K Buy
+833
New +$15.3K ﹤0.01% 658
2014
Q2 		– Sell
-7,710
Closed -$250K – 433
2014
Q1 		$250K Sell
7,710
-1,622
-17% -$50.8K 0.04% 321
2013
Q4 		$290K Sell
9,332
-1,521
-14% -$46.1K 0.05% 313
2013
Q3 		$332K Sell
10,853
-1,158
-10% -$34.4K 0.07% 229
2013
Q2 		$318K Buy
+12,011
New +$338K 0.08% 252

Other funds holding CS

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Bank of America
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Convergence Investment Partners's CS Position: Q2 2018 in Review

Convergence Investment Partners sold out of Credit Suisse Group (CS) in Q2 2018, closing a stake of 833 shares — an estimated $14K sold.

Convergence Investment Partners first reported a position in CS in Q2 2013 and held it in 5 quarters. The position peaked at $332K in Q3 2013. 241 funds tracked by Wall St. Rank hold CS as of Q2 2018.

  • Convergence Investment Partners reported no remaining Credit Suisse Group position as of Q2 2018 after selling out during the quarter.
  • Convergence Investment Partners sold 833 Credit Suisse Group shares in Q2 2018, an estimated $14K.
  • Convergence Investment Partners first reported a position in Credit Suisse Group in Q2 2013 and held it in 5 quarters.
  • Convergence Investment Partners's Credit Suisse Group position peaked at $332K in Q3 2013.
  • 241 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.