Credit Suisse’s U.S. Equity High Volatility Put Write Index Fund HVPW Stock Holding History

Credit Suisse’s Portfolio HVPW Stock Details HVPW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-24,900	Closed	-$634K	–	4466
2013 Q2	$634K	Buy	+24,900	New	+$633K	﹤0.01%	3134

Other funds holding HVPW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

WFG Advisors Dallas, Texas $442M AUM 31.93% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return

Credit Suisse's HVPW Position: Q3 2013 in Review

Credit Suisse sold out of U.S. Equity High Volatility Put Write Index Fund (HVPW) in Q3 2013, closing a stake of 24,900 shares — an estimated $634K sold.

Credit Suisse first reported a position in HVPW in Q2 2013 and held it in 1 quarter. The position peaked at $634K in Q2 2013. 7 funds tracked by Wall St. Rank hold HVPW as of Q3 2013.

Credit Suisse reported no remaining U.S. Equity High Volatility Put Write Index Fund position as of Q3 2013 after selling out during the quarter.
Credit Suisse sold 24,900 U.S. Equity High Volatility Put Write Index Fund shares in Q3 2013, an estimated $634K.
Credit Suisse first reported a position in U.S. Equity High Volatility Put Write Index Fund in Q2 2013 and held it in 1 quarter.
Credit Suisse's U.S. Equity High Volatility Put Write Index Fund position peaked at $634K in Q2 2013.
7 funds tracked by Wall St. Rank held U.S. Equity High Volatility Put Write Index Fund as of Q3 2013.

Based on Credit Suisse's 13F filing for Q3 2013, filed 13 Nov 2013.