OBWP
CS

O'Brien Wealth Partners’s Credit Suisse Group CS Stock Holding History

O'Brien 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
2018
Q4 		– Sell
-233
Closed -$3K – 208
2018
Q3 		$3K Buy
+233
New +$3.55K ﹤0.01% 192

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Bank of America
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BIP
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Allianz Asset Management
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SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

O'Brien Wealth Partners's CS Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Credit Suisse Group (CS) in Q4 2018, closing a stake of 233 shares — an estimated $3K sold.

O'Brien Wealth Partners first reported a position in CS in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 233 funds tracked by Wall St. Rank hold CS as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Credit Suisse Group position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 233 Credit Suisse Group shares in Q4 2018, an estimated $3K.
  • O'Brien Wealth Partners first reported a position in Credit Suisse Group in Q3 2018 and held it in 1 quarter.
  • O'Brien Wealth Partners's Credit Suisse Group position peaked at $3K in Q3 2018.
  • 233 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.