IAS
CS

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

INR Advisory Services’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
-62
Closed -$1K – 110
2018
Q2 		$1K Buy
+62
New +$999 ﹤0.01% 108

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BIP
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Allianz Asset Management
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
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
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

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

INR Advisory Services sold out of Credit Suisse Group (CS) in Q3 2018, closing a stake of 62 shares — an estimated $1K sold.

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

  • INR Advisory Services reported no remaining Credit Suisse Group position as of Q3 2018 after selling out during the quarter.
  • INR Advisory Services sold 62 Credit Suisse Group shares in Q3 2018, an estimated $1K.
  • INR Advisory Services first reported a position in Credit Suisse Group in Q2 2018 and held it in 1 quarter.
  • INR Advisory Services's Credit Suisse Group position peaked at $1K in Q2 2018.
  • 239 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2018.

Based on INR Advisory Services's 13F filing for Q3 2018, filed 5 Dec 2018.