EWM
CS

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

Edge 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
2017
Q2 		– Sell
-2,000
Closed -$20K – 571
2017
Q1 		$20K Buy
+2,000
New +$30.5K 0.01% 290

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

Edge Wealth Management's CS Position: Q2 2017 in Review

Edge Wealth Management sold out of Credit Suisse Group (CS) in Q2 2017, closing a stake of 10,000 shares — an estimated $149K sold.

Edge Wealth Management first reported a position in CS in Q1 2017 and held it in 1 quarter. The position peaked at $149K in Q1 2017. 200 funds tracked by Wall St. Rank hold CS as of Q2 2017.

  • Edge Wealth Management reported no remaining Credit Suisse Group position as of Q2 2017 after selling out during the quarter.
  • Edge Wealth Management sold 10,000 Credit Suisse Group shares in Q2 2017, an estimated $149K.
  • Edge Wealth Management first reported a position in Credit Suisse Group in Q1 2017 and held it in 1 quarter.
  • Edge Wealth Management's Credit Suisse Group position peaked at $149K in Q1 2017.
  • 200 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2017.

Based on Edge Wealth Management's 13F filing for Q2 2017, filed 28 Jul 2017.