Icon Wealth Partners’s Credit Suisse Group CS Stock Holding History

Icon Wealth 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 Q3	–	Sell	-1,979	Closed	-$29K	–	765
2018 Q2	$29K	Buy	+1,979	New	+$31.9K	0.01%	510
2018 Q1	–	Sell	-1,979	Closed	-$35K	–	781
2017 Q4	$35K	Buy	+1,979	New	+$32.7K	0.02%	497

Other funds holding CS

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

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

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

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

PPA

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Icon Wealth Partners's CS Position: Q3 2018 in Review

Icon Wealth Partners sold out of Credit Suisse Group (CS) in Q3 2018, closing a stake of 1,979 shares — an estimated $29K sold.

Icon Wealth Partners first reported a position in CS in Q4 2017 and held it in 2 quarters. The position peaked at $35K in Q4 2017. 239 funds tracked by Wall St. Rank hold CS as of Q3 2018.

Icon Wealth Partners reported no remaining Credit Suisse Group position as of Q3 2018 after selling out during the quarter.
Icon Wealth Partners sold 1,979 Credit Suisse Group shares in Q3 2018, an estimated $29K.
Icon Wealth Partners first reported a position in Credit Suisse Group in Q4 2017 and held it in 2 quarters.
Icon Wealth Partners's Credit Suisse Group position peaked at $35K in Q4 2017.
239 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2018.

Based on Icon Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.