Nelson Capital Management’s Credit Suisse Group CS Stock Holding History

Nelson Capital Management’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
2019 Q4	–	Sell	-750	Closed	-$9K	–	302
2019 Q3	$9K	Hold	750	–	–	﹤0.01%	252
2019 Q2	$9K	Hold	750	–	–	﹤0.01%	230
2019 Q1	$9K	Hold	750	–	–	﹤0.01%	211
2018 Q4	$8K	Sell	750 -112	-13%	-$1.39K	﹤0.01%	222
2018 Q3	$13K	Buy	862 +112	+15%	+$1.71K	﹤0.01%	198
2018 Q2	$11K	Hold	750	–	–	﹤0.01%	196
2018 Q1	$13K	Hold	750	–	–	﹤0.01%	197
2017 Q4	$13K	Hold	750	–	–	﹤0.01%	219
2017 Q3	$12K	Hold	750	–	–	﹤0.01%	202
2017 Q2	$11K	Hold	750	–	–	﹤0.01%	208
2017 Q1	$11K	Hold	750	–	–	﹤0.01%	211
2016 Q4	$11K	Hold	750	–	–	﹤0.01%	204
2016 Q3	$10K	Hold	750	–	–	﹤0.01%	207
2016 Q2	$8K	Hold	750	–	–	﹤0.01%	218
2016 Q1	$11K	Buy	+750	New	+$11.9K	﹤0.01%	195

Other funds holding CS

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Nelson Capital Management's CS Position: Q4 2019 in Review

Nelson Capital Management sold out of Credit Suisse Group (CS) in Q4 2019, closing a stake of 750 shares — an estimated $9K sold.

Nelson Capital Management first reported a position in CS in Q1 2016 and held it in 15 quarters. The position peaked at $13K in Q3 2018. 182 funds tracked by Wall St. Rank hold CS as of Q4 2019.

Nelson Capital Management reported no remaining Credit Suisse Group position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 750 Credit Suisse Group shares in Q4 2019, an estimated $9K.
Nelson Capital Management first reported a position in Credit Suisse Group in Q1 2016 and held it in 15 quarters.
Nelson Capital Management's Credit Suisse Group position peaked at $13K in Q3 2018.
182 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.