CRC
CS

Curi RMB Capital’s Credit Suisse Group CS Stock Holding History

Curi RMB Capital’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
2018
Q2 		– Sell
-1,693
Closed -$28K – 985
2018
Q1 		$28K Buy
+1,693
New +$31K ﹤0.01% 884
2014
Q2 		– Sell
-6,470
Closed -$209K – 440
2014
Q1 		$209K Sell
6,470
-1,751
-21% -$54.9K 0.01% 355
2013
Q4 		$255K Sell
8,221
-1,373
-14% -$41.6K 0.02% 309
2013
Q3 		$293K Sell
9,594
-1,784
-16% -$53.1K 0.02% 301
2013
Q2 		$301K Buy
+11,378
New +$320K 0.02% 289

Other funds holding CS

EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Curi RMB Capital's CS Position: Q2 2018 in Review

Curi RMB Capital sold out of Credit Suisse Group (CS) in Q2 2018, closing a stake of 1,693 shares — an estimated $28K sold.

Curi RMB Capital first reported a position in CS in Q2 2013 and held it in 5 quarters. The position peaked at $301K in Q2 2013. 241 funds tracked by Wall St. Rank hold CS as of Q2 2018.

  • Curi RMB Capital reported no remaining Credit Suisse Group position as of Q2 2018 after selling out during the quarter.
  • Curi RMB Capital sold 1,693 Credit Suisse Group shares in Q2 2018, an estimated $28K.
  • Curi RMB Capital first reported a position in Credit Suisse Group in Q2 2013 and held it in 5 quarters.
  • Curi RMB Capital's Credit Suisse Group position peaked at $301K in Q2 2013.
  • 241 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2018.

Based on Curi RMB Capital's 13F filing for Q2 2018, filed 13 Aug 2018.