M Holdings Securities’s Credit Suisse Group CS Stock Holding History

M Holdings 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
2014 Q4	–	Sell	-800	Closed	-$22K	–	458
2014 Q3	$22K	Buy	+800	New	+$22.3K	0.01%	512

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

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

MAA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HJGA

Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

M Holdings Securities's CS Position: Q4 2014 in Review

M Holdings Securities sold out of Credit Suisse Group (CS) in Q4 2014, closing a stake of 800 shares — an estimated $22K sold.

M Holdings Securities first reported a position in CS in Q3 2014 and held it in 1 quarter. The position peaked at $22K in Q3 2014. 156 funds tracked by Wall St. Rank hold CS as of Q4 2014.

M Holdings Securities reported no remaining Credit Suisse Group position as of Q4 2014 after selling out during the quarter.
M Holdings Securities sold 800 Credit Suisse Group shares in Q4 2014, an estimated $22K.
M Holdings Securities first reported a position in Credit Suisse Group in Q3 2014 and held it in 1 quarter.
M Holdings Securities's Credit Suisse Group position peaked at $22K in Q3 2014.
156 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.