Girard Partners’s Credit Suisse Group CS Stock Holding History

Girard Partners’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	–	Sell	-1,000	Closed	-$14K	–	876
2018 Q3	$14K	Buy	+1,000	New	+$15.2K	﹤0.01%	666

Other funds holding CS

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

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

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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Girard Partners's CS Position: Q4 2018 in Review

Girard Partners sold out of Credit Suisse Group (CS) in Q4 2018, closing a stake of 1,000 shares — an estimated $14K sold.

Girard Partners first reported a position in CS in Q3 2018 and held it in 1 quarter. The position peaked at $14K in Q3 2018. 233 funds tracked by Wall St. Rank hold CS as of Q4 2018.

Girard Partners reported no remaining Credit Suisse Group position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 1,000 Credit Suisse Group shares in Q4 2018, an estimated $14K.
Girard Partners first reported a position in Credit Suisse Group in Q3 2018 and held it in 1 quarter.
Girard Partners's Credit Suisse Group position peaked at $14K in Q3 2018.
233 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.