Elkfork Partners’s Credit Suisse Group CS Stock Holding History

Elkfork Partners’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 Q4	–	Sell	-18,928	Closed	-$283K	–	1071
2018 Q3	$283K	Hold	18,928	–	–	0.01%	754
2018 Q2	$282K	Hold	18,928	–	–	0.01%	695
2018 Q1	$318K	Hold	18,928	–	–	0.01%	660
2017 Q4	$338K	Hold	18,928	–	–	0.01%	650
2017 Q3	$299K	Hold	18,928	–	–	0.01%	615
2017 Q2	$276K	Hold	18,928	–	–	0.01%	614
2017 Q1	$281K	Hold	18,928	–	–	0.01%	541
2016 Q4	$271K	Buy	+18,928	New	+$265K	0.01%	522

Other funds holding CS

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Elkfork Partners's CS Position: Q4 2018 in Review

Elkfork Partners sold out of Credit Suisse Group (CS) in Q4 2018, closing a stake of 18,928 shares — an estimated $283K sold.

Elkfork Partners first reported a position in CS in Q4 2016 and held it in 8 quarters. The position peaked at $338K in Q4 2017. 233 funds tracked by Wall St. Rank hold CS as of Q4 2018.

Elkfork Partners reported no remaining Credit Suisse Group position as of Q4 2018 after selling out during the quarter.
Elkfork Partners sold 18,928 Credit Suisse Group shares in Q4 2018, an estimated $283K.
Elkfork Partners first reported a position in Credit Suisse Group in Q4 2016 and held it in 8 quarters.
Elkfork Partners's Credit Suisse Group position peaked at $338K in Q4 2017.
233 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2018.

Based on Elkfork Partners's 13F filing for Q4 2018, filed 13 Feb 2019.