Lourd Capital’s Credit Suisse Group CS Stock Holding History

Lourd 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
2018 Q4	–	Sell	-18,958	Closed	-$283K	–	344
2018 Q3	$283K	Sell	18,958 -198	-1%	-$3.02K	0.02%	227
2018 Q2	$285K	Sell	19,156 -12,236	-39%	-$197K	0.04%	97
2018 Q1	$527K	Sell	31,392 -10	-0%	-$183	0.07%	83
2017 Q4	$561K	Buy	+31,402	New	+$519K	0.04%	142

Other funds holding CS

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

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

Lourd Capital's CS Position: Q4 2018 in Review

Lourd Capital sold out of Credit Suisse Group (CS) in Q4 2018, closing a stake of 18,958 shares — an estimated $283K sold.

Lourd Capital first reported a position in CS in Q4 2017 and held it in 4 quarters. The position peaked at $561K in Q4 2017. 233 funds tracked by Wall St. Rank hold CS as of Q4 2018.

Lourd Capital reported no remaining Credit Suisse Group position as of Q4 2018 after selling out during the quarter.
Lourd Capital sold 18,958 Credit Suisse Group shares in Q4 2018, an estimated $283K.
Lourd Capital first reported a position in Credit Suisse Group in Q4 2017 and held it in 4 quarters.
Lourd Capital's Credit Suisse Group position peaked at $561K in Q4 2017.
233 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2018.

Based on Lourd Capital's 13F filing for Q4 2018, filed 17 Jan 2019.