GC
CS

Gratry & Company’s Credit Suisse Group CS Stock Holding History

Gratry & Company’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
Q1 		$2.43M Sell
144,517
-20,693
-13% -$379K 3.36% 2
2017
Q4 		$2.95M Buy
+165,210
New +$2.73M 3.56% 1

Other funds holding CS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 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

Gratry & Company's CS Position: Q1 2018 in Review

Gratry & Company reduced its Credit Suisse Group (CS) stake by 13% in Q1 2018, selling an estimated $379K and leaving 144,517 shares worth $2.43M. The position accounts for 3.36% of the portfolio, ranked #2.

Gratry & Company first reported a position in CS in Q4 2017 and has held it in 2 quarters since. The position peaked at $2.95M in Q4 2017. 246 funds tracked by Wall St. Rank hold CS as of Q1 2018.

  • Gratry & Company held 144,517 shares of Credit Suisse Group worth $2.43M as of Q1 2018.
  • Gratry & Company sold 20,693 Credit Suisse Group shares in Q1 2018, an estimated $379K.
  • Credit Suisse Group made up 3.36% of Gratry & Company's portfolio in Q1 2018, its #2 holding.
  • Gratry & Company first reported a position in Credit Suisse Group in Q4 2017 and has held it in 2 quarters since.
  • Gratry & Company's Credit Suisse Group position peaked at $2.95M in Q4 2017.
  • 246 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2018.

Based on Gratry & Company's 13F filing for Q1 2018, filed 23 Apr 2018.