Intersect Capital’s Credit Suisse Group CS Stock Holding History

Intersect Capital’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
2020 Q4	–	Sell	-12,161	Closed	-$121K	–	301
2020 Q3	$121K	Buy	+12,161	New	+$130K	0.03%	233

Other funds holding CS

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Intersect Capital's CS Position: Q4 2020 in Review

Intersect Capital sold out of Credit Suisse Group (CS) in Q4 2020, closing a stake of 12,161 shares — an estimated $121K sold.

Intersect Capital first reported a position in CS in Q3 2020 and held it in 1 quarter. The position peaked at $121K in Q3 2020. 200 funds tracked by Wall St. Rank hold CS as of Q4 2020.

Intersect Capital reported no remaining Credit Suisse Group position as of Q4 2020 after selling out during the quarter.
Intersect Capital sold 12,161 Credit Suisse Group shares in Q4 2020, an estimated $121K.
Intersect Capital first reported a position in Credit Suisse Group in Q3 2020 and held it in 1 quarter.
Intersect Capital's Credit Suisse Group position peaked at $121K in Q3 2020.
200 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2020.

Based on Intersect Capital's 13F filing for Q4 2020, filed 1 Feb 2021.