JIC
CS

Johnson Investment Counsel’s Credit Suisse Group CS Stock Holding History

Johnson Investment 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
2015
Q4 		– Sell
-9,789
Closed -$235K – 564
2015
Q3 		$235K Buy
+9,789
New +$269K 0.01% 486

Other funds holding CS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Johnson Investment Counsel's CS Position: Q4 2015 in Review

Johnson Investment Counsel sold out of Credit Suisse Group (CS) in Q4 2015, closing a stake of 9,789 shares — an estimated $235K sold.

Johnson Investment Counsel first reported a position in CS in Q3 2015 and held it in 1 quarter. The position peaked at $235K in Q3 2015. 160 funds tracked by Wall St. Rank hold CS as of Q4 2015.

  • Johnson Investment Counsel reported no remaining Credit Suisse Group position as of Q4 2015 after selling out during the quarter.
  • Johnson Investment Counsel sold 9,789 Credit Suisse Group shares in Q4 2015, an estimated $235K.
  • Johnson Investment Counsel first reported a position in Credit Suisse Group in Q3 2015 and held it in 1 quarter.
  • Johnson Investment Counsel's Credit Suisse Group position peaked at $235K in Q3 2015.
  • 160 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2015.

Based on Johnson Investment Counsel's 13F filing for Q4 2015, filed 12 Feb 2016.