JFA
CS

JNBA Financial Advisors’s Credit Suisse Group CS Stock Holding History

JNBA Financial Advisors’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 		– Sell
-2,194
Closed -$29K – 1442
2016
Q3 		$29K Buy
+2,194
New +$26.6K ﹤0.01% 695

Other funds holding CS

PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
EARNEST Partners
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Allianz Asset Management
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JNBA Financial Advisors's CS Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Credit Suisse Group (CS) in Q4 2016, closing a stake of 2,194 shares — an estimated $29K sold.

JNBA Financial Advisors first reported a position in CS in Q3 2016 and held it in 1 quarter. The position peaked at $29K in Q3 2016. 186 funds tracked by Wall St. Rank hold CS as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Credit Suisse Group position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 2,194 Credit Suisse Group shares in Q4 2016, an estimated $29K.
  • JNBA Financial Advisors first reported a position in Credit Suisse Group in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Credit Suisse Group position peaked at $29K in Q3 2016.
  • 186 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.