Ferguson Wellman Capital Management’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,260,890
| Closed | -$16.1M | – | 403 |
|
|
2020
Q4 | $16.1M | Buy |
1,260,890
+71,106
| +6% | +$910K | 0.39% | 70 |
|
|
2020
Q3 | $11.9M | Buy |
1,189,784
+37,485
| +3% | +$374K | 0.33% | 75 |
|
|
2020
Q2 | $11.9M | Buy |
+1,152,299
| New | +$11.9M | 0.36% | 70 |
|
|
2014
Q4 | – | Sell |
-7,862
| Closed | -$217K | – | 350 |
|
|
2014
Q3 | $217K | Sell |
7,862
-6,761
| -46% | -$187K | 0.01% | 306 |
|
|
2014
Q2 | $415K | Sell |
14,623
-96,856
| -87% | -$2.75M | 0.02% | 248 |
|
|
2014
Q1 | $3.61M | Sell |
111,479
-121,178
| -52% | -$3.92M | 0.16% | 134 |
|
|
2013
Q4 | $7.22M | Buy |
232,657
+4,468
| +2% | +$139K | 0.33% | 84 |
|
|
2013
Q3 | $6.97M | Buy |
+228,189
| New | +$6.97M | 0.35% | 81 |
|