FDx Advisors’s Credit Suisse Group CS Stock Holding History

FDx Advisors’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 Q2	–	Sell	-75,057	Closed	-$1.26M	–	1138
2018 Q1	$1.26M	Sell	75,057 -4,786	-6%	-$87.7K	0.04%	429
2017 Q4	$1.43M	Buy	79,843 +23,716	+42%	+$392K	0.04%	440
2017 Q3	$887K	Sell	56,127 -1,933	-3%	-$29.3K	0.02%	569
2017 Q2	$848K	Buy	+58,060	New	+$838K	0.03%	576
2015 Q4	–	Sell	-19,411	Closed	-$466K	–	919
2015 Q3	$466K	Buy	+19,411	New	+$533K	0.04%	470

Other funds holding CS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

FDx Advisors's CS Position: Q2 2018 in Review

FDx Advisors sold out of Credit Suisse Group (CS) in Q2 2018, closing a stake of 75,057 shares — an estimated $1.26M sold.

FDx Advisors first reported a position in CS in Q3 2015 and held it in 5 quarters. The position peaked at $1.43M in Q4 2017. 241 funds tracked by Wall St. Rank hold CS as of Q2 2018.

FDx Advisors reported no remaining Credit Suisse Group position as of Q2 2018 after selling out during the quarter.
FDx Advisors sold 75,057 Credit Suisse Group shares in Q2 2018, an estimated $1.26M.
FDx Advisors first reported a position in Credit Suisse Group in Q3 2015 and held it in 5 quarters.
FDx Advisors's Credit Suisse Group position peaked at $1.43M in Q4 2017.
241 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2018.

Based on FDx Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.