IMA Advisory Services’s Credit Suisse Group CS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-289
Closed -$4K 479
2018
Q2
$4K Buy
+289
New +$4.66K ﹤0.01% 372

Other funds holding CS

IMA Advisory Services's CS Position: Q3 2018 in Review

IMA Advisory Services sold out of Credit Suisse Group (CS) in Q3 2018, closing a stake of 289 shares — an estimated $4K sold.

IMA Advisory Services first reported a position in CS in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 239 funds tracked by Wall St. Rank hold CS as of Q3 2018.

  • IMA Advisory Services reported no remaining Credit Suisse Group position as of Q3 2018 after selling out during the quarter.
  • IMA Advisory Services sold 289 Credit Suisse Group shares in Q3 2018, an estimated $4K.
  • IMA Advisory Services first reported a position in Credit Suisse Group in Q2 2018 and held it in 1 quarter.
  • IMA Advisory Services's Credit Suisse Group position peaked at $4K in Q2 2018.
  • 239 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2018.

Based on IMA Advisory Services's 13F filing for Q3 2018, filed 18 Oct 2018.