CAW
CS

Cornerstone Advisors (Washington)’s Credit Suisse Group CS Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q3 		$43K Buy
4,330
+266
+7% +$2.85K ﹤0.01% 280
2020
Q2 		$42K Buy
4,064
+1,346
+50% +$12.1K ﹤0.01% 287
2020
Q1 		$22K Sell
2,718
-951
-26% -$11.1K ﹤0.01% 335
2019
Q4 		$49K Buy
3,669
+152
+4% +$1.94K 0.01% 240
2019
Q3 		$43K Buy
3,517
+662
+23% +$7.96K 0.01% 243
2019
Q2 		$34K Buy
2,855
+701
+33% +$8.54K ﹤0.01% 504
2019
Q1 		$25K Buy
2,154
+1,235
+134% +$14.7K ﹤0.01% 559
2018
Q4 		$10K Buy
919
+9
+1% +$111 ﹤0.01% 652
2018
Q3 		$14K Buy
910
+374
+70% +$5.7K 0.01% 588
2018
Q2 		$8K Buy
536
+207
+63% +$3.34K 0.01% 650
2018
Q1 		$6K Buy
329
+89
+37% +$1.63K ﹤0.01% 687
2017
Q4 		$4K Hold
240
– – ﹤0.01% 742
2017
Q3 		$4K Hold
240
– – ﹤0.01% 736
2017
Q2 		$4K Hold
240
– – ﹤0.01% 734
2017
Q1 		$4K Hold
240
– – ﹤0.01% 726
2016
Q4 		$3K Buy
+240
New +$3.36K ﹤0.01% 781
2016
Q3 		– Sell
-212
Closed -$2K – 940
2016
Q2 		$2K Buy
212
+26
+14% +$354 ﹤0.01% 768
2016
Q1 		$3K Buy
186
+134
+258% +$2.13K ﹤0.01% 671
2015
Q4 		$1K Sell
52
-76
-59% -$1.77K ﹤0.01% 868
2015
Q3 		$3K Sell
128
-91
-42% -$2.5K ﹤0.01% 670
2015
Q2 		$6K Buy
219
+26
+13% +$703 ﹤0.01% 393
2015
Q1 		$5K Sell
193
-64
-25% -$1.53K ﹤0.01% 443
2014
Q4 		$6K Buy
257
+114
+80% +$2.99K ﹤0.01% 378
2014
Q3 		$4K Hold
143
– – ﹤0.01% 304
2014
Q2 		$4K Sell
143
-267
-65% -$8.17K ﹤0.01% 345
2014
Q1 		$13K Buy
410
+52
+15% +$1.63K 0.02% 175
2013
Q4 		$11K Hold
358
– – 0.02% 140
2013
Q3 		$11K Hold
358
– – 0.02% 133
2013
Q2 		$9K Buy
+358
New +$10.1K 0.02% 92

Other funds holding CS

EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Cornerstone Advisors (Washington)'s CS Position: Q3 2020 in Review

Cornerstone Advisors (Washington) increased its Credit Suisse Group (CS) stake by 6.5% in Q3 2020, buying an estimated $2.85K and bringing the position to 4,330 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Cornerstone Advisors (Washington) first reported a position in CS in Q2 2013 and has held it in 29 quarters since. The position peaked at $49K in Q4 2019. 173 funds tracked by Wall St. Rank hold CS as of Q3 2020.

  • Cornerstone Advisors (Washington) held 4,330 shares of Credit Suisse Group worth $43K as of Q3 2020.
  • Cornerstone Advisors (Washington) bought 266 Credit Suisse Group shares in Q3 2020, an estimated $2.85K.
  • Credit Suisse Group made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #280 holding.
  • Cornerstone Advisors (Washington) first reported a position in Credit Suisse Group in Q2 2013 and has held it in 29 quarters since.
  • Cornerstone Advisors (Washington)'s Credit Suisse Group position peaked at $49K in Q4 2019.
  • 173 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.