CWA
CS

Cypress Wealth Advisors’s Credit Suisse Group CS Stock Holding History

Cypress Wealth Advisors’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
2017
Q2 		– Sell
-20,201
Closed -$300K – 187
2017
Q1 		$300K Buy
20,201
+234
+1% +$3.57K 0.14% 145
2016
Q4 		$286K Buy
19,967
+481
+2% +$6.74K 0.13% 143
2016
Q3 		$256K Buy
+19,486
New +$236K 0.12% 151

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

Cypress Wealth Advisors's CS Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Credit Suisse Group (CS) in Q2 2017, closing a stake of 20,201 shares — an estimated $300K sold.

Cypress Wealth Advisors first reported a position in CS in Q3 2016 and held it in 3 quarters. The position peaked at $300K in Q1 2017. 200 funds tracked by Wall St. Rank hold CS as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Credit Suisse Group position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 20,201 Credit Suisse Group shares in Q2 2017, an estimated $300K.
  • Cypress Wealth Advisors first reported a position in Credit Suisse Group in Q3 2016 and held it in 3 quarters.
  • Cypress Wealth Advisors's Credit Suisse Group position peaked at $300K in Q1 2017.
  • 200 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.