IPC
CS

Independent Portfolio Consultants’s Credit Suisse Group CS Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$25K Sell
1,694
-531
-24% -$7.66K 0.01% 592
2017
Q1 		$33K Sell
2,225
-1,007
-31% -$15.4K 0.01% 617
2016
Q4 		$46K Sell
3,232
-270
-8% -$3.78K 0.02% 558
2016
Q3 		$46K Sell
3,502
-445
-11% -$5.39K 0.01% 561
2016
Q2 		$42K Sell
3,947
-210
-5% -$2.86K 0.01% 565
2016
Q1 		$59K Sell
4,157
-200
-5% -$3.18K 0.02% 554
2015
Q4 		$95K Sell
4,357
-25
-0.6% -$584 0.03% 488
2015
Q3 		$105K Sell
4,382
-123
-3% -$3.38K 0.02% 448
2015
Q2 		$124K Buy
4,505
+20
+0.4% +$541 0.02% 453
2015
Q1 		$121K Sell
4,485
-385
-8% -$9.18K 0.02% 450
2014
Q4 		$122K Sell
4,870
-6,856
-58% -$180K 0.02% 462
2014
Q3 		$324K Sell
11,726
-6,165
-34% -$172K 0.09% 380
2014
Q2 		$508K Buy
17,891
+1,233
+7% +$37.7K 0.14% 226
2014
Q1 		$539K Sell
16,658
-3,768
-18% -$118K 0.17% 199
2013
Q4 		$634K Sell
20,426
-3,059
-13% -$92.8K 0.22% 151
2013
Q3 		$717K Buy
23,485
+8,440
+56% +$251K 0.29% 105
2013
Q2 		$398K Buy
+15,045
New +$423K 0.18% 245

Other funds holding CS

EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return

Independent Portfolio Consultants's CS Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Credit Suisse Group (CS) stake by 24% in Q2 2017, selling an estimated $7.66K and leaving 1,694 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #592.

Independent Portfolio Consultants first reported a position in CS in Q2 2013 and has held it in 17 quarters since. The position peaked at $717K in Q3 2013. 200 funds tracked by Wall St. Rank hold CS as of Q2 2017.

  • Independent Portfolio Consultants held 1,694 shares of Credit Suisse Group worth $25K as of Q2 2017.
  • Independent Portfolio Consultants sold 531 Credit Suisse Group shares in Q2 2017, an estimated $7.66K.
  • Credit Suisse Group made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #592 holding.
  • Independent Portfolio Consultants first reported a position in Credit Suisse Group in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Credit Suisse Group position peaked at $717K in Q3 2013.
  • 200 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.