HI
CS

Horizon Investments’s Credit Suisse Group CS Stock Holding History

Horizon Investments’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 		– Sell
-51,237
Closed -$753K – 250
2017
Q4 		$753K Buy
51,237
+2,418
+5% +$40K 0.05% 122
2017
Q3 		$717K Buy
+48,819
New +$741K 0.04% 103

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

Horizon Investments's CS Position: Q1 2018 in Review

Horizon Investments sold out of Credit Suisse Group (CS) in Q1 2018, closing a stake of 51,237 shares — an estimated $753K sold.

Horizon Investments first reported a position in CS in Q3 2017 and held it in 2 quarters. The position peaked at $753K in Q4 2017. 246 funds tracked by Wall St. Rank hold CS as of Q1 2018.

  • Horizon Investments reported no remaining Credit Suisse Group position as of Q1 2018 after selling out during the quarter.
  • Horizon Investments sold 51,237 Credit Suisse Group shares in Q1 2018, an estimated $753K.
  • Horizon Investments first reported a position in Credit Suisse Group in Q3 2017 and held it in 2 quarters.
  • Horizon Investments's Credit Suisse Group position peaked at $753K in Q4 2017.
  • 246 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2018.

Based on Horizon Investments's 13F filing for Q1 2018, filed 14 May 2018.