NWQ Investment Management Company’s Credit Suisse Group CS Stock Holding History

NWQ Investment Management Company’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
2020 Q3	$1.03M	Sell	103,634 -5,374	-5%	-$57.6K	0.05%	139
2020 Q2	$1.12K	Sell	109,008 -15,268	-12%	-$137K	0.04%	139
2020 Q1	$1M	Sell	124,276 -7,217	-5%	-$84K	0.04%	140
2019 Q4	$1.77M	Sell	131,493 -25,379	-16%	-$324K	0.04%	147
2019 Q3	$1.92M	Sell	156,872 -9,645	-6%	-$116K	0.05%	140
2019 Q2	$1.99M	Sell	166,517 -4,199	-2%	-$51.1K	0.04%	132
2019 Q1	$1.99M	Buy	170,716 +23,271	+16%	+$278K	0.04%	131
2018 Q4	$1.6M	Sell	147,445 -35,402	-19%	-$438K	0.04%	141
2018 Q3	$2.36M	Sell	182,847 -3,662	-2%	-$55.8K	0.05%	148
2018 Q2	$2.77M	Sell	186,509 -630	-0.3%	-$10.2K	0.05%	147
2018 Q1	$3.09M	Sell	187,139 -1,642	-0.9%	-$30.1K	0.05%	152
2017 Q4	$3.37M	Sell	188,781 -5,181	-3%	-$85.7K	0.04%	170
2017 Q3	$3.06M	Sell	193,962 -903	-0.5%	-$13.7K	0.04%	167
2017 Q2	$2.85M	Sell	194,865 -10,282	-5%	-$148K	0.04%	167
2017 Q1	$3.04M	Buy	205,147 +29,273	+17%	+$447K	0.04%	163
2016 Q4	$2.52M	Sell	175,874 -9,697	-5%	-$136K	0.03%	177
2016 Q3	$2.44M	Buy	+185,571	New	+$2.25M	0.04%	169

Other funds holding CS

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BIP

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

NWQ Investment Management Company's CS Position: Q3 2020 in Review

NWQ Investment Management Company reduced its Credit Suisse Group (CS) stake by 4.9% in Q3 2020, selling an estimated $57.6K and leaving 103,634 shares worth $1.03M. The position accounts for 0.05% of the portfolio, ranked #139.

NWQ Investment Management Company first reported a position in CS in Q3 2016 and has held it in 17 quarters since. The position peaked at $3.37M in Q4 2017. 173 funds tracked by Wall St. Rank hold CS as of Q3 2020.

NWQ Investment Management Company held 103,634 shares of Credit Suisse Group worth $1.03M as of Q3 2020.
NWQ Investment Management Company sold 5,374 Credit Suisse Group shares in Q3 2020, an estimated $57.6K.
Credit Suisse Group made up 0.05% of NWQ Investment Management Company's portfolio in Q3 2020, its #139 holding.
NWQ Investment Management Company first reported a position in Credit Suisse Group in Q3 2016 and has held it in 17 quarters since.
NWQ Investment Management Company's Credit Suisse Group position peaked at $3.37M in Q4 2017.
173 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2020.

Based on NWQ Investment Management Company's 13F filing for Q3 2020, filed 16 Nov 2020.