LTFS
CS

Ladenburg Thalmann Financial Services’s Credit Suisse Group CS Stock Holding History

Ladenburg Thalmann Financial 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
2019
Q4 		$758K Sell
56,244
-4,025
-7% -$51.4K ﹤0.01% 1490
2019
Q3 		$736K Sell
60,269
-1,314
-2% -$15.8K 0.01% 1463
2019
Q2 		$737K Buy
61,583
+10,828
+21% +$132K 0.01% 1443
2019
Q1 		$595K Buy
50,755
+7,972
+19% +$95.1K ﹤0.01% 1568
2018
Q4 		$464K Buy
42,783
+32,145
+302% +$398K ﹤0.01% 1590
2018
Q3 		$159K Sell
10,638
-21,537
-67% -$328K ﹤0.01% 2494
2018
Q2 		$540K Hold
32,175
– – 0.01% 1503
2018
Q1 		$540K Buy
32,175
+3,110
+11% +$57K 0.01% 1503
2017
Q4 		$518K Buy
29,065
+1,186
+4% +$19.6K ﹤0.01% 1528
2017
Q3 		$441K Buy
27,879
+2,759
+11% +$41.9K ﹤0.01% 1552
2017
Q2 		$366K Buy
25,120
+13,763
+121% +$199K ﹤0.01% 1596
2017
Q1 		$168K Sell
11,357
-2,607
-19% -$39.8K ﹤0.01% 2042
2016
Q4 		$200K Sell
13,964
-1,295
-8% -$18.1K ﹤0.01% 1826
2016
Q3 		$201K Buy
15,259
+3,184
+26% +$38.5K ﹤0.01% 1755
2016
Q2 		$129K Buy
12,075
+446
+4% +$6.08K ﹤0.01% 1977
2016
Q1 		$164K Buy
11,629
+3,187
+38% +$50.6K ﹤0.01% 1746
2015
Q4 		$183K Buy
8,442
+4,316
+105% +$101K ﹤0.01% 1648
2015
Q3 		$100K Sell
4,126
-1,317
-24% -$36.2K ﹤0.01% 1993
2015
Q2 		$150K Sell
5,443
-1,708
-24% -$46.2K ﹤0.01% 1811
2015
Q1 		$194K Buy
7,151
+920
+15% +$21.9K ﹤0.01% 1595
2014
Q4 		$151K Buy
6,231
+998
+19% +$26.2K ﹤0.01% 1627
2014
Q3 		$145K Sell
5,233
-381
-7% -$10.6K ﹤0.01% 1388
2014
Q2 		$159K Buy
5,614
+1,012
+22% +$31K ﹤0.01% 1318
2014
Q1 		$149K Buy
4,602
+922
+25% +$28.9K ﹤0.01% 1288
2013
Q4 		$114K Sell
3,680
-96
-3% -$2.91K ﹤0.01% 1395
2013
Q3 		$115K Buy
3,776
+945
+33% +$28.1K ﹤0.01% 1313
2013
Q2 		$75K Buy
+2,831
New +$79.6K ﹤0.01% 1460

Other funds holding CS

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

Ladenburg Thalmann Financial Services's CS Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Credit Suisse Group (CS) stake by 6.7% in Q4 2019, selling an estimated $51.4K and leaving 56,244 shares worth $758K. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

Ladenburg Thalmann Financial Services first reported a position in CS in Q2 2013 and has held it in 27 quarters since. 182 funds tracked by Wall St. Rank hold CS as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 56,244 shares of Credit Suisse Group worth $758K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 4,025 Credit Suisse Group shares in Q4 2019, an estimated $51.4K.
  • Credit Suisse Group made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1490 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Credit Suisse Group in Q2 2013 and has held it in 27 quarters since.
  • 182 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.