Navellier & Associates’s Credit Suisse Group CS Stock Holding History

Navellier & Associates’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
2015 Q4	–	Sell	-56	Closed	-$1K	–	316
2015 Q3	$1K	Sell	56 -13,285	-100%	-$365K	﹤0.01%	311
2015 Q2	$368K	Buy	13,341 +970	+8%	+$26.2K	0.03%	255
2015 Q1	$333K	Sell	12,371 -359	-3%	-$8.56K	0.03%	268
2014 Q4	$319K	Sell	12,730 -565	-4%	-$14.8K	0.02%	249
2014 Q3	$367K	Sell	13,295 -1,836	-12%	-$51.3K	0.02%	228
2014 Q2	$429K	Sell	15,131 -912	-6%	-$27.9K	0.02%	206
2014 Q1	$519K	Sell	16,043 -76	-0.5%	-$2.38K	0.02%	169
2013 Q4	$500K	Buy	16,119 +3,055	+23%	+$92.7K	0.02%	178
2013 Q3	$399K	Buy	13,064 +730	+6%	+$21.7K	0.01%	203
2013 Q2	$326K	Buy	+12,334	New	+$347K	0.02%	200

Other funds holding CS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Navellier & Associates's CS Position: Q4 2015 in Review

Navellier & Associates sold out of Credit Suisse Group (CS) in Q4 2015, closing a stake of 56 shares — an estimated $1K sold.

Navellier & Associates first reported a position in CS in Q2 2013 and held it in 10 quarters. The position peaked at $519K in Q1 2014. 160 funds tracked by Wall St. Rank hold CS as of Q4 2015.

Navellier & Associates reported no remaining Credit Suisse Group position as of Q4 2015 after selling out during the quarter.
Navellier & Associates sold 56 Credit Suisse Group shares in Q4 2015, an estimated $1K.
Navellier & Associates first reported a position in Credit Suisse Group in Q2 2013 and held it in 10 quarters.
Navellier & Associates's Credit Suisse Group position peaked at $519K in Q1 2014.
160 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2015.

Based on Navellier & Associates's 13F filing for Q4 2015, filed 10 Feb 2016.