Mariner Wealth Advisors (NYC)’s Credit Suisse Group CS Stock Holding History

Mariner Wealth Advisors (NYC)’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	$29K	Buy	+1,067	New	+$25.4K	0.01%	230

Other funds holding CS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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 $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PPA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s CS Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Credit Suisse Group (CS) in Q1 2015: 1,067 shares worth $29K. The stake represents 0.01% of the portfolio and ranks #230 among its holdings.

150 funds tracked by Wall St. Rank hold CS as of Q1 2015.

Mariner Wealth Advisors (NYC) held 1,067 shares of Credit Suisse Group worth $29K as of Q1 2015.
Credit Suisse Group was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Credit Suisse Group made up 0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #230 holding.
150 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.