DWM
CS

Destination Wealth Management’s Credit Suisse Group CS Stock Holding History

Destination Wealth Management’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
Q3 		– Sell
-92
Closed -$1K – 781
2018
Q2 		$1K Hold
92
– – ﹤0.01% 498
2018
Q1 		$2K Buy
+92
New +$1.69K ﹤0.01% 516

Other funds holding CS

EARNEST Partners
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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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
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

Destination Wealth Management's CS Position: Q3 2018 in Review

Destination Wealth Management sold out of Credit Suisse Group (CS) in Q3 2018, closing a stake of 92 shares — an estimated $1K sold.

Destination Wealth Management first reported a position in CS in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 239 funds tracked by Wall St. Rank hold CS as of Q3 2018.

  • Destination Wealth Management reported no remaining Credit Suisse Group position as of Q3 2018 after selling out during the quarter.
  • Destination Wealth Management sold 92 Credit Suisse Group shares in Q3 2018, an estimated $1K.
  • Destination Wealth Management first reported a position in Credit Suisse Group in Q1 2018 and held it in 2 quarters.
  • Destination Wealth Management's Credit Suisse Group position peaked at $2K in Q1 2018.
  • 239 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2018.

Based on Destination Wealth Management's 13F filing for Q3 2018, filed 7 Nov 2018.