Credit Suisse’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Credit Suisse’s Portfolio PIV Stock Details PIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-13,306	Closed	-$397K	–	4315
2018 Q1	$397K	Sell	13,306 -11,160	-46%	-$333K	﹤0.01%	3472
2017 Q4	$745K	Buy	+24,466	New	+$745K	﹤0.01%	3205
2013 Q3	–	Sell	-12,636	Closed	-$226K	–	4567
2013 Q2	$226K	Buy	+12,636	New	+$226K	﹤0.01%	3803

Other funds holding PIV

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Credit Suisse's PIV Position: Q2 2018 in Review

Credit Suisse sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 13,306 shares — an estimated $397K sold.

Credit Suisse first reported a position in PIV in Q2 2013 and held it in 3 quarters. The position peaked at $745K in Q4 2017. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

Credit Suisse reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q2 2018 after selling out during the quarter.
Credit Suisse sold 13,306 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $397K.
Credit Suisse first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q2 2013 and held it in 3 quarters.
Credit Suisse's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $745K in Q4 2017.
3 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q2 2018.

Based on Credit Suisse's 13F filing for Q2 2018, filed 14 Aug 2018.