Credit Suisse’s Invesco Dividend Achievers ETF PFM Stock Holding History

Credit Suisse’s Portfolio PFM Stock Details PFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-178,223	Closed	-$3.72M	–	4689
2014 Q3	$3.72M	Buy	178,223 +17,568	+11%	+$369K	﹤0.01%	1988
2014 Q2	$3.38M	Sell	160,655 -15,106	-9%	-$311K	﹤0.01%	2289
2014 Q1	$3.53M	Buy	+175,761	New	+$3.44M	﹤0.01%	2048
2013 Q3	–	Sell	-29,609	Closed	-$533K	–	4329
2013 Q2	$533K	Buy	+29,609	New	+$543K	﹤0.01%	3259

Other funds holding PFM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Credit Suisse's PFM Position: Q4 2014 in Review

Credit Suisse sold out of Invesco Dividend Achievers ETF (PFM) in Q4 2014, closing a stake of 178,223 shares — an estimated $3.72M sold.

Credit Suisse first reported a position in PFM in Q2 2013 and held it in 4 quarters. The position peaked at $3.72M in Q3 2014. 45 funds tracked by Wall St. Rank hold PFM as of Q4 2014.

Credit Suisse reported no remaining Invesco Dividend Achievers ETF position as of Q4 2014 after selling out during the quarter.
Credit Suisse sold 178,223 Invesco Dividend Achievers ETF shares in Q4 2014, an estimated $3.72M.
Credit Suisse first reported a position in Invesco Dividend Achievers ETF in Q2 2013 and held it in 4 quarters.
Credit Suisse's Invesco Dividend Achievers ETF position peaked at $3.72M in Q3 2014.
45 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q4 2014.

Based on Credit Suisse's 13F filing for Q4 2014, filed 13 Feb 2015.