FGC
CS

Financial Gravity Companies’s Credit Suisse Group CS Stock Holding History

Financial Gravity Companies’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
Q4 		$0 Buy
+25
New +$309 ﹤0.01% 1555
2018
Q1 		$0 Buy
24
+6
+33% +$110 ﹤0.01% 1705
2017
Q4 		$0 Buy
+18
New +$298 ﹤0.01% 1500

Other funds holding CS

EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Gravity Companies's CS Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Credit Suisse Group (CS) in Q4 2018: 25 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1555 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CS as recently as Q1 2018.

Financial Gravity Companies first reported a position in CS in Q4 2017 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold CS as of Q4 2018.

  • Financial Gravity Companies held 25 shares of Credit Suisse Group worth $0 as of Q4 2018.
  • Credit Suisse Group was a new Financial Gravity Companies position in Q4 2018.
  • Credit Suisse Group made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1555 holding.
  • Financial Gravity Companies first reported a position in Credit Suisse Group in Q4 2017 and has held it in 3 quarters since.
  • 233 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.