Howe & Rusling’s Credit Suisse Group CS Stock Holding History

Howe & Rusling’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
2020 Q3	–	Sell	-5,000	Closed	-$52K	–	884
2020 Q2	$52K	Hold	5,000	–	–	0.01%	248
2020 Q1	$40K	Buy	+5,000	New	+$58.2K	0.01%	273
2016 Q2	–	Sell	-639	Closed	-$9K	–	1069
2016 Q1	$9K	Hold	639	–	–	﹤0.01%	560
2015 Q4	$14K	Buy	+639	New	+$14.9K	﹤0.01%	445

Other funds holding CS

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

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

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

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

PPA

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Howe & Rusling's CS Position: Q3 2020 in Review

Howe & Rusling sold out of Credit Suisse Group (CS) in Q3 2020, closing a stake of 5,000 shares — an estimated $52K sold.

Howe & Rusling first reported a position in CS in Q4 2015 and held it in 4 quarters. The position peaked at $52K in Q2 2020. 173 funds tracked by Wall St. Rank hold CS as of Q3 2020.

Howe & Rusling reported no remaining Credit Suisse Group position as of Q3 2020 after selling out during the quarter.
Howe & Rusling sold 5,000 Credit Suisse Group shares in Q3 2020, an estimated $52K.
Howe & Rusling first reported a position in Credit Suisse Group in Q4 2015 and held it in 4 quarters.
Howe & Rusling's Credit Suisse Group position peaked at $52K in Q2 2020.
173 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2020.

Based on Howe & Rusling's 13F filing for Q3 2020, filed 6 Nov 2020.