MCIA
CS

Mountain Capital Investment Advisors’s Credit Suisse Group CS Stock Holding History

Mountain Capital 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
2017
Q4 		– Sell
-146
Closed -$2K – 462
2017
Q3 		$2K Hold
146
– – ﹤0.01% 456
2017
Q2 		$2K Buy
+146
New +$2.11K ﹤0.01% 473

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

Mountain Capital Investment Advisors's CS Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Credit Suisse Group (CS) in Q4 2017, closing a stake of 146 shares — an estimated $2K sold.

Mountain Capital Investment Advisors first reported a position in CS in Q2 2017 and held it in 2 quarters. The position peaked at $2K in Q3 2017. 230 funds tracked by Wall St. Rank hold CS as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Credit Suisse Group position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 146 Credit Suisse Group shares in Q4 2017, an estimated $2K.
  • Mountain Capital Investment Advisors first reported a position in Credit Suisse Group in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Credit Suisse Group position peaked at $2K in Q3 2017.
  • 230 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.