FCI
CS

Financial Counselors Inc’s Credit Suisse Group CS Stock Holding History

Financial Counselors Inc’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
Q3 		– Sell
-10,000
Closed -$149K – 525
2018
Q2 		$149K Hold
10,000
– – 0.01% 484
2018
Q1 		$168K Buy
+10,000
New +$183K 0.01% 463

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Renaissance Technologies
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BIP
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Allianz Asset Management
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
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

Financial Counselors Inc's CS Position: Q3 2018 in Review

Financial Counselors Inc sold out of Credit Suisse Group (CS) in Q3 2018, closing a stake of 10,000 shares — an estimated $149K sold.

Financial Counselors Inc first reported a position in CS in Q1 2018 and held it in 2 quarters. The position peaked at $168K in Q1 2018. 239 funds tracked by Wall St. Rank hold CS as of Q3 2018.

  • Financial Counselors Inc reported no remaining Credit Suisse Group position as of Q3 2018 after selling out during the quarter.
  • Financial Counselors Inc sold 10,000 Credit Suisse Group shares in Q3 2018, an estimated $149K.
  • Financial Counselors Inc first reported a position in Credit Suisse Group in Q1 2018 and held it in 2 quarters.
  • Financial Counselors Inc's Credit Suisse Group position peaked at $168K in Q1 2018.
  • 239 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2018.

Based on Financial Counselors Inc's 13F filing for Q3 2018, filed 30 Oct 2018.