DMC
CS

Drexel Morgan & Co’s Credit Suisse Group CS Stock Holding History

Drexel Morgan & Co’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
2014
Q2 		– Sell
-10,455
Closed -$339K – 91
2014
Q1 		$339K Hold
10,455
– – 0.43% 58
2013
Q4 		$325K Buy
+10,455
New +$317K 0.44% 60

Other funds holding CS

EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Drexel Morgan & Co's CS Position: Q2 2014 in Review

Drexel Morgan & Co sold out of Credit Suisse Group (CS) in Q2 2014, closing a stake of 10,455 shares — an estimated $339K sold.

Drexel Morgan & Co first reported a position in CS in Q4 2013 and held it in 2 quarters. The position peaked at $339K in Q1 2014. 164 funds tracked by Wall St. Rank hold CS as of Q2 2014.

  • Drexel Morgan & Co reported no remaining Credit Suisse Group position as of Q2 2014 after selling out during the quarter.
  • Drexel Morgan & Co sold 10,455 Credit Suisse Group shares in Q2 2014, an estimated $339K.
  • Drexel Morgan & Co first reported a position in Credit Suisse Group in Q4 2013 and held it in 2 quarters.
  • Drexel Morgan & Co's Credit Suisse Group position peaked at $339K in Q1 2014.
  • 164 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2014.

Based on Drexel Morgan & Co's 13F filing for Q2 2014, filed 14 Aug 2014.