MYIA
CS

Mount Yale Investment Advisors’s Credit Suisse Group CS Stock Holding History

Mount Yale Investment Advisors’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
2021
Q1 		– Sell
-28,084
Closed -$359K – 455
2020
Q4 		$359K Buy
+28,084
New +$325K 0.05% 282

Other funds holding CS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mount Yale Investment Advisors's CS Position: Q1 2021 in Review

Mount Yale Investment Advisors sold out of Credit Suisse Group (CS) in Q1 2021, closing a stake of 28,084 shares — an estimated $359K sold.

Mount Yale Investment Advisors first reported a position in CS in Q4 2020 and held it in 1 quarter. The position peaked at $359K in Q4 2020. 206 funds tracked by Wall St. Rank hold CS as of Q1 2021.

  • Mount Yale Investment Advisors reported no remaining Credit Suisse Group position as of Q1 2021 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 28,084 Credit Suisse Group shares in Q1 2021, an estimated $359K.
  • Mount Yale Investment Advisors first reported a position in Credit Suisse Group in Q4 2020 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Credit Suisse Group position peaked at $359K in Q4 2020.
  • 206 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2021, filed 4 May 2021.