MPWT
CS

MassMutual Private Wealth & Trust’s Credit Suisse Group CS Stock Holding History

MassMutual Private Wealth & Trust’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
2017
Q4 		– Sell
-3,175
Closed -$50.2K – 984
2017
Q3 		$50.2K Buy
+3,175
New +$48.2K ﹤0.01% 517

Other funds holding CS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
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
Goldman Sachs
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

MassMutual Private Wealth & Trust's CS Position: Q4 2017 in Review

MassMutual Private Wealth & Trust sold out of Credit Suisse Group (CS) in Q4 2017, closing a stake of 3,175 shares — an estimated $50.2K sold.

MassMutual Private Wealth & Trust first reported a position in CS in Q3 2017 and held it in 1 quarter. The position peaked at $50.2K in Q3 2017. 230 funds tracked by Wall St. Rank hold CS as of Q4 2017.

  • MassMutual Private Wealth & Trust reported no remaining Credit Suisse Group position as of Q4 2017 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 3,175 Credit Suisse Group shares in Q4 2017, an estimated $50.2K.
  • MassMutual Private Wealth & Trust first reported a position in Credit Suisse Group in Q3 2017 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Credit Suisse Group position peaked at $50.2K in Q3 2017.
  • 230 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2017.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2017, filed 21 Feb 2018.