GWM
CS

Gupta Wealth Management’s Credit Suisse Group CS Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$99K Buy
+7,000
New +$111K 0.02% 330
2015
Q2 		– Sell
-853
Closed -$23K – 1349
2015
Q1 		$23K Buy
+853
New +$20.3K 0.01% 564

Other funds holding CS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gupta Wealth Management's CS Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in Credit Suisse Group (CS) in Q1 2016: 7,000 shares worth $99K. The stake represents 0.02% of the portfolio and ranks #330 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in CS as recently as Q1 2015.

Gupta Wealth Management first reported a position in CS in Q1 2015 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold CS as of Q1 2016.

  • Gupta Wealth Management held 7,000 shares of Credit Suisse Group worth $99K as of Q1 2016.
  • Credit Suisse Group was a new Gupta Wealth Management position in Q1 2016.
  • Credit Suisse Group made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #330 holding.
  • Gupta Wealth Management first reported a position in Credit Suisse Group in Q1 2015 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.