Integrated Wealth Counsel’s Credit Suisse Group CS Stock Holding History

Integrated Wealth Counsel’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
2016 Q4	$2K	Hold	139	–	–	﹤0.01%	209
2016 Q3	$2K	Buy	+139	New	+$1.68K	﹤0.01%	207

Other funds holding CS

Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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

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

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Integrated Wealth Counsel's CS Position: Q4 2016 in Review

Integrated Wealth Counsel held its Credit Suisse Group (CS) position steady in Q4 2016 at 139 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

Integrated Wealth Counsel first reported a position in CS in Q3 2016 and has held it in 2 quarters since. 186 funds tracked by Wall St. Rank hold CS as of Q4 2016.

Integrated Wealth Counsel held 139 shares of Credit Suisse Group worth $2K as of Q4 2016.
Integrated Wealth Counsel left its Credit Suisse Group share count unchanged in Q4 2016.
Credit Suisse Group made up ﹤0.01% of Integrated Wealth Counsel's portfolio in Q4 2016, its #209 holding.
Integrated Wealth Counsel first reported a position in Credit Suisse Group in Q3 2016 and has held it in 2 quarters since.
186 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.