NES
CS

New England Securities’s Credit Suisse Group CS Stock Holding History

New England Securities’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
2014
Q4 		$10K Hold
389
– – ﹤0.01% 1099
2014
Q3 		$11K Hold
389
– – ﹤0.01% 1080
2014
Q2 		$11K Hold
389
– – ﹤0.01% 1094
2014
Q1 		$13K Buy
389
+14
+4% +$439 0.01% 996
2013
Q4 		$12K Hold
375
– – 0.01% 992
2013
Q3 		$11K Buy
+375
New +$11.2K 0.01% 966

Other funds holding CS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

New England Securities's CS Position: Q4 2014 in Review

New England Securities held its Credit Suisse Group (CS) position steady in Q4 2014 at 389 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

New England Securities first reported a position in CS in Q3 2013 and has held it in 6 quarters since. The position peaked at $13K in Q1 2014. 156 funds tracked by Wall St. Rank hold CS as of Q4 2014.

  • New England Securities held 389 shares of Credit Suisse Group worth $10K as of Q4 2014.
  • New England Securities left its Credit Suisse Group share count unchanged in Q4 2014.
  • Credit Suisse Group made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1099 holding.
  • New England Securities first reported a position in Credit Suisse Group in Q3 2013 and has held it in 6 quarters since.
  • New England Securities's Credit Suisse Group position peaked at $13K in Q1 2014.
  • 156 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.