EFS
CS

Essex Financial Services’s Credit Suisse Group CS Stock Holding History

Essex Financial Services’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
2015
Q4 		– Sell
-11,200
Closed -$269K – 334
2015
Q3 		$269K Hold
11,200
– – 0.07% 248
2015
Q2 		$309K Sell
11,200
-250
-2% -$6.76K 0.08% 233
2015
Q1 		$308K Buy
+11,450
New +$273K 0.08% 236

Other funds holding CS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Essex Financial Services's CS Position: Q4 2015 in Review

Essex Financial Services sold out of Credit Suisse Group (CS) in Q4 2015, closing a stake of 11,200 shares — an estimated $269K sold.

Essex Financial Services first reported a position in CS in Q1 2015 and held it in 3 quarters. The position peaked at $309K in Q2 2015. 160 funds tracked by Wall St. Rank hold CS as of Q4 2015.

  • Essex Financial Services reported no remaining Credit Suisse Group position as of Q4 2015 after selling out during the quarter.
  • Essex Financial Services sold 11,200 Credit Suisse Group shares in Q4 2015, an estimated $269K.
  • Essex Financial Services first reported a position in Credit Suisse Group in Q1 2015 and held it in 3 quarters.
  • Essex Financial Services's Credit Suisse Group position peaked at $309K in Q2 2015.
  • 160 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2015.

Based on Essex Financial Services's 13F filing for Q4 2015, filed 5 Feb 2016.