Mark Sheptoff Financial Planning’s Credit Suisse Group CS Stock Holding History

Mark Sheptoff Financial Planning’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 Q3	–	Sell	-650	Closed	-$10K	–	387
2018 Q2	$10K	Hold	650	–	–	0.01%	283
2018 Q1	$11K	Buy	+650	New	+$11.9K	0.01%	278
2015 Q4	–	Sell	-64	Closed	-$2K	–	435
2015 Q3	$2K	Buy	+64	New	+$1.76K	﹤0.01%	357
2015 Q2	–	Sell	-400	Closed	-$11K	–	408
2015 Q1	$11K	Buy	+400	New	+$9.54K	0.01%	262

Other funds holding CS

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

PPA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Mark Sheptoff Financial Planning's CS Position: Q3 2018 in Review

Mark Sheptoff Financial Planning sold out of Credit Suisse Group (CS) in Q3 2018, closing a stake of 650 shares — an estimated $10K sold.

Mark Sheptoff Financial Planning first reported a position in CS in Q1 2015 and held it in 4 quarters. The position peaked at $11K in Q1 2018. 239 funds tracked by Wall St. Rank hold CS as of Q3 2018.

Mark Sheptoff Financial Planning reported no remaining Credit Suisse Group position as of Q3 2018 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 650 Credit Suisse Group shares in Q3 2018, an estimated $10K.
Mark Sheptoff Financial Planning first reported a position in Credit Suisse Group in Q1 2015 and held it in 4 quarters.
Mark Sheptoff Financial Planning's Credit Suisse Group position peaked at $11K in Q1 2018.
239 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2018, filed 13 Nov 2018.