MFS
CS

MSI Financial Services’s Credit Suisse Group CS Stock Holding History

MSI Financial Services’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
2016
Q4 		$34K Buy
2,403
+33
+1% +$462 ﹤0.01% 2109
2016
Q3 		$31K Buy
2,370
+324
+16% +$3.92K ﹤0.01% 2114
2016
Q2 		$22K Buy
2,046
+587
+40% +$8K ﹤0.01% 2289
2016
Q1 		$21K Buy
1,459
+737
+102% +$11.7K ﹤0.01% 2281
2015
Q4 		$16K Buy
722
+257
+55% +$6K ﹤0.01% 2456
2015
Q3 		$11K Buy
465
+443
+2,014% +$12.2K ﹤0.01% 2051
2015
Q2 		$1K Sell
22
-430
-95% -$11.6K ﹤0.01% 2978
2015
Q1 		$12K Buy
452
+268
+146% +$6.39K ﹤0.01% 2074
2014
Q4 		$5K Sell
184
-27
-13% -$708 ﹤0.01% 2145
2014
Q3 		$6K Sell
211
-400
-65% -$11.2K ﹤0.01% 2064
2014
Q2 		$17K Buy
611
+17
+3% +$520 ﹤0.01% 1577
2014
Q1 		$19K Hold
594
– – ﹤0.01% 1460
2013
Q4 		$18K Sell
594
-412
-41% -$12.5K ﹤0.01% 1442
2013
Q3 		$30K Buy
1,006
+903
+877% +$26.9K 0.01% 1064
2013
Q2 		$3K Buy
+103
New +$2.9K ﹤0.01% 2031

Other funds holding CS

PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

MSI Financial Services's CS Position: Q4 2016 in Review

MSI Financial Services increased its Credit Suisse Group (CS) stake by 1.4% in Q4 2016, buying an estimated $462 and bringing the position to 2,403 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

MSI Financial Services first reported a position in CS in Q2 2013 and has held it in 15 quarters since. 186 funds tracked by Wall St. Rank hold CS as of Q4 2016.

  • MSI Financial Services held 2,403 shares of Credit Suisse Group worth $34K as of Q4 2016.
  • MSI Financial Services bought 33 Credit Suisse Group shares in Q4 2016, an estimated $462.
  • Credit Suisse Group made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2109 holding.
  • MSI Financial Services first reported a position in Credit Suisse Group in Q2 2013 and has held it in 15 quarters since.
  • 186 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.