LFA
CS

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

Legacy 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
2019
Q2 		– Sell
-96
Closed -$1K – 963
2019
Q1 		$1K Hold
96
– – ﹤0.01% 1035
2018
Q4 		$1K Hold
96
– – ﹤0.01% 951
2018
Q3 		$1K Buy
96
+31
+48% +$473 ﹤0.01% 868
2018
Q2 		$1K Sell
65
-1,696
-96% -$27.3K ﹤0.01% 906
2018
Q1 		$29K Buy
+1,761
New +$32.3K 0.01% 309

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Financial Advisors's CS Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Credit Suisse Group (CS) in Q2 2019, closing a stake of 96 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in CS in Q1 2018 and held it in 5 quarters. The position peaked at $29K in Q1 2018. 183 funds tracked by Wall St. Rank hold CS as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Credit Suisse Group position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 96 Credit Suisse Group shares in Q2 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in Credit Suisse Group in Q1 2018 and held it in 5 quarters.
  • Legacy Financial Advisors's Credit Suisse Group position peaked at $29K in Q1 2018.
  • 183 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.