MWP
CS

MYCIO Wealth Partners’s Credit Suisse Group CS Stock Holding History

MYCIO Wealth Partners’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
Q3 		– Sell
-120
Closed -$1K – 1060
2016
Q2 		$1K Buy
+120
New +$1.64K ﹤0.01% 1040
2015
Q4 		– Sell
-25
Closed -$1K – 862
2015
Q3 		$1K Buy
+25
New +$687 ﹤0.01% 839

Other funds holding CS

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

MYCIO Wealth Partners's CS Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of Credit Suisse Group (CS) in Q3 2016, closing a stake of 120 shares — an estimated $1K sold.

MYCIO Wealth Partners first reported a position in CS in Q3 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2016. 171 funds tracked by Wall St. Rank hold CS as of Q3 2016.

  • MYCIO Wealth Partners reported no remaining Credit Suisse Group position as of Q3 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 120 Credit Suisse Group shares in Q3 2016, an estimated $1K.
  • MYCIO Wealth Partners first reported a position in Credit Suisse Group in Q3 2015 and held it in 2 quarters.
  • MYCIO Wealth Partners's Credit Suisse Group position peaked at $1K in Q2 2016.
  • 171 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.