First Allied Advisory Services’s Credit Suisse Group CS Stock Holding History

First Allied Advisory Services’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
2017 Q3	–	Sell	-16,278	Closed	-$236K	–	1215
2017 Q2	$236K	Sell	16,278 -2,230	-12%	-$32.2K	0.01%	954
2017 Q1	$273K	Buy	18,508 +3,569	+24%	+$54.5K	0.01%	828
2016 Q4	$214K	Buy	+14,939	New	+$209K	0.01%	958
2016 Q3	–	Sell	-10,058	Closed	-$108K	–	1116
2016 Q2	$108K	Buy	+10,058	New	+$137K	0.01%	996

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPA

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

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

First Allied Advisory Services's CS Position: Q3 2017 in Review

First Allied Advisory Services sold out of Credit Suisse Group (CS) in Q3 2017, closing a stake of 16,278 shares — an estimated $236K sold.

First Allied Advisory Services first reported a position in CS in Q2 2016 and held it in 4 quarters. The position peaked at $273K in Q1 2017. 220 funds tracked by Wall St. Rank hold CS as of Q3 2017.

First Allied Advisory Services reported no remaining Credit Suisse Group position as of Q3 2017 after selling out during the quarter.
First Allied Advisory Services sold 16,278 Credit Suisse Group shares in Q3 2017, an estimated $236K.
First Allied Advisory Services first reported a position in Credit Suisse Group in Q2 2016 and held it in 4 quarters.
First Allied Advisory Services's Credit Suisse Group position peaked at $273K in Q1 2017.
220 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2017.

Based on First Allied Advisory Services's 13F filing for Q3 2017, filed 14 Nov 2017.