Lupo Securities’s Credit Suisse Group CS Stock Holding History

Lupo Securities’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 Q1	–	Sell	-169	Closed	-$32.1K	–	708
2014 Q4	$32.1K	Buy	+169	New	+$4.43K	0.02%	218

Other funds holding CS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PPA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Lupo Securities's CS Position: Q1 2015 in Review

Lupo Securities sold out of Credit Suisse Group (CS) in Q1 2015, closing a stake of 16,892 shares — an estimated $424K sold.

Lupo Securities first reported a position in CS in Q4 2014 and held it in 1 quarter. The position peaked at $424K in Q4 2014. 150 funds tracked by Wall St. Rank hold CS as of Q1 2015.

Lupo Securities reported no remaining Credit Suisse Group position as of Q1 2015 after selling out during the quarter.
Lupo Securities sold 16,892 Credit Suisse Group shares in Q1 2015, an estimated $424K.
Lupo Securities first reported a position in Credit Suisse Group in Q4 2014 and held it in 1 quarter.
Lupo Securities's Credit Suisse Group position peaked at $424K in Q4 2014.
150 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2015.

Based on Lupo Securities's 13F filing for Q1 2015, filed 15 May 2015.