IWM
CS

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

IHT 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
2018
Q2 		– Sell
-2,077
Closed -$34K – 1457
2018
Q1 		$34K Hold
2,077
– – 0.01% 805
2017
Q4 		$38K Hold
2,077
– – 0.01% 780
2017
Q3 		$33K Sell
2,077
-6,494
-76% -$98.6K 0.01% 635
2017
Q2 		$65 Buy
8,571
+2,435
+40% +$35.1K 0.03% 451
2017
Q1 		$88K Sell
6,136
-281
-4% -$4.29K 0.06% 298
2016
Q4 		$98K Buy
+6,417
New +$89.9K 0.07% 272

Other funds holding CS

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

IHT Wealth Management's CS Position: Q2 2018 in Review

IHT Wealth Management sold out of Credit Suisse Group (CS) in Q2 2018, closing a stake of 2,077 shares — an estimated $34K sold.

IHT Wealth Management first reported a position in CS in Q4 2016 and held it in 6 quarters. The position peaked at $98K in Q4 2016. 241 funds tracked by Wall St. Rank hold CS as of Q2 2018.

  • IHT Wealth Management reported no remaining Credit Suisse Group position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 2,077 Credit Suisse Group shares in Q2 2018, an estimated $34K.
  • IHT Wealth Management first reported a position in Credit Suisse Group in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Credit Suisse Group position peaked at $98K in Q4 2016.
  • 241 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.