MAFM
CS

Mid Atlantic Financial Management’s Credit Suisse Group CS Stock Holding History

Mid Atlantic Financial 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
2019
Q3 		– Sell
-10,187
Closed -$122K – 775
2019
Q2 		$122K Buy
10,187
+8
+0.1% +$97 0.01% 684
2019
Q1 		$119K Buy
+10,179
New +$121K 0.01% 672

Other funds holding CS

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Mid Atlantic Financial Management's CS Position: Q3 2019 in Review

Mid Atlantic Financial Management sold out of Credit Suisse Group (CS) in Q3 2019, closing a stake of 10,187 shares — an estimated $122K sold.

Mid Atlantic Financial Management first reported a position in CS in Q1 2019 and held it in 2 quarters. The position peaked at $122K in Q2 2019. 185 funds tracked by Wall St. Rank hold CS as of Q3 2019.

  • Mid Atlantic Financial Management reported no remaining Credit Suisse Group position as of Q3 2019 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 10,187 Credit Suisse Group shares in Q3 2019, an estimated $122K.
  • Mid Atlantic Financial Management first reported a position in Credit Suisse Group in Q1 2019 and held it in 2 quarters.
  • Mid Atlantic Financial Management's Credit Suisse Group position peaked at $122K in Q2 2019.
  • 185 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2019, filed 7 Nov 2019.