Financial Architects (New Jersey)’s Credit Suisse Group CS Stock Holding History

Financial Architects (New Jersey)’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
2019 Q2	–	Sell	-2,000	Closed	-$23K	–	1529
2019 Q1	$23K	Sell	2,000 -216	-10%	-$2.58K	﹤0.01%	852
2018 Q4	$24K	Buy	2,216 +2,000	+926%	+$24.7K	﹤0.01%	765
2018 Q3	$3K	Hold	216	–	–	﹤0.01%	1310
2018 Q2	$3K	Hold	216	–	–	﹤0.01%	1188
2018 Q1	$4K	Hold	216	–	–	﹤0.01%	1276
2017 Q4	$4K	Hold	216	–	–	﹤0.01%	1352
2017 Q3	$3K	Hold	216	–	–	﹤0.01%	1386
2017 Q2	$3K	Hold	216	–	–	﹤0.01%	1397
2017 Q1	$3K	Hold	216	–	–	﹤0.01%	1410
2016 Q4	$3K	Hold	216	–	–	﹤0.01%	1262
2016 Q3	$3K	Hold	216	–	–	﹤0.01%	1286
2016 Q2	$2K	Hold	216	–	–	﹤0.01%	1357
2016 Q1	$3K	Buy	+216	New	+$3.43K	﹤0.01%	1003
2015 Q3	–	Sell	-216	Closed	-$6K	–	983
2015 Q2	$6K	Buy	+216	New	+$5.84K	﹤0.01%	923

Other funds holding CS

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

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

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

PPA

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Financial Architects (New Jersey)'s CS Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of Credit Suisse Group (CS) in Q2 2019, closing a stake of 2,000 shares — an estimated $23K sold.

Financial Architects (New Jersey) first reported a position in CS in Q2 2015 and held it in 14 quarters. The position peaked at $24K in Q4 2018. 183 funds tracked by Wall St. Rank hold CS as of Q2 2019.

Financial Architects (New Jersey) reported no remaining Credit Suisse Group position as of Q2 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 2,000 Credit Suisse Group shares in Q2 2019, an estimated $23K.
Financial Architects (New Jersey) first reported a position in Credit Suisse Group in Q2 2015 and held it in 14 quarters.
Financial Architects (New Jersey)'s Credit Suisse Group position peaked at $24K in Q4 2018.
183 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.