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Credit Suisse’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Credit Suisse’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-40,000
Closed -$2M – 4152
2019
Q3 		$2M Buy
+40,000
New +$2M ﹤0.01% 2467

Other funds holding AVUV

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
GTAM
Global Trust Asset Management West Palm Beach, Florida $262M AUM 50.53% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Suisse's AVUV Position: Q4 2019 in Review

Credit Suisse sold out of Avantis US Small Cap Value ETF (AVUV) in Q4 2019, closing a stake of 40,000 shares — an estimated $2M sold.

Credit Suisse first reported a position in AVUV in Q3 2019 and held it in 1 quarter. The position peaked at $2M in Q3 2019. 10 funds tracked by Wall St. Rank hold AVUV as of Q4 2019.

  • Credit Suisse reported no remaining Avantis US Small Cap Value ETF position as of Q4 2019 after selling out during the quarter.
  • Credit Suisse sold 40,000 Avantis US Small Cap Value ETF shares in Q4 2019, an estimated $2M.
  • Credit Suisse first reported a position in Avantis US Small Cap Value ETF in Q3 2019 and held it in 1 quarter.
  • Credit Suisse's Avantis US Small Cap Value ETF position peaked at $2M in Q3 2019.
  • 10 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2019.

Based on Credit Suisse's 13F filing for Q4 2019, filed 12 Feb 2020.