M&R Capital Management’s Credit Suisse Group CS Stock Holding History

M&R Capital Management’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	-842	Closed	-$12K	–	550
2018 Q3	$12K	Hold	842	–	–	﹤0.01%	422
2018 Q2	$12K	Sell	842 -102	-11%	-$1.64K	﹤0.01%	416
2018 Q1	$15K	Hold	944	–	–	﹤0.01%	413
2017 Q4	$16K	Hold	944	–	–	﹤0.01%	412
2017 Q3	$14K	Hold	944	–	–	﹤0.01%	424
2017 Q2	$14K	Hold	944	–	–	﹤0.01%	419
2017 Q1	$14K	Hold	944	–	–	﹤0.01%	423
2016 Q4	$13K	Hold	944	–	–	﹤0.01%	414
2016 Q3	$12K	Hold	944	–	–	﹤0.01%	421
2016 Q2	$10K	Buy	+944	New	+$12.9K	﹤0.01%	435

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

M&R Capital Management's CS Position: Q4 2018 in Review

M&R Capital Management sold out of Credit Suisse Group (CS) in Q4 2018, closing a stake of 842 shares — an estimated $12K sold.

M&R Capital Management first reported a position in CS in Q2 2016 and held it in 10 quarters. The position peaked at $16K in Q4 2017. 233 funds tracked by Wall St. Rank hold CS as of Q4 2018.

M&R Capital Management reported no remaining Credit Suisse Group position as of Q4 2018 after selling out during the quarter.
M&R Capital Management sold 842 Credit Suisse Group shares in Q4 2018, an estimated $12K.
M&R Capital Management first reported a position in Credit Suisse Group in Q2 2016 and held it in 10 quarters.
M&R Capital Management's Credit Suisse Group position peaked at $16K in Q4 2017.
233 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2018.

Based on M&R Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.