OneDigital Investment Advisors’s Credit Suisse Group CS Stock Holding History

OneDigital Investment Advisors’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 Q3	–	Sell	-2,348	Closed	-$28K	–	1223
2019 Q2	$28K	Sell	2,348 -334	-12%	-$4.07K	﹤0.01%	719
2019 Q1	$36K	Sell	2,682 -171	-6%	-$2.04K	0.01%	572
2018 Q4	$31K	Buy	2,853 +250	+10%	+$3.09K	0.01%	571
2018 Q3	$39K	Sell	2,603 -127	-5%	-$1.94K	0.01%	465
2018 Q2	$41K	Sell	2,730 -573	-17%	-$9.23K	0.01%	564
2018 Q1	$59K	Hold	3,303	–	–	0.01%	477
2017 Q4	$62K	Hold	3,303	–	–	0.01%	449
2017 Q3	$56K	Buy	3,303 +1,974	+149%	+$30K	0.02%	362
2017 Q2	$19K	Buy	+1,329	New	+$19.2K	0.01%	770

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

BIP

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

OneDigital Investment Advisors's CS Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Credit Suisse Group (CS) in Q3 2019, closing a stake of 2,348 shares — an estimated $28K sold.

OneDigital Investment Advisors first reported a position in CS in Q2 2017 and held it in 9 quarters. The position peaked at $62K in Q4 2017. 185 funds tracked by Wall St. Rank hold CS as of Q3 2019.

OneDigital Investment Advisors reported no remaining Credit Suisse Group position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 2,348 Credit Suisse Group shares in Q3 2019, an estimated $28K.
OneDigital Investment Advisors first reported a position in Credit Suisse Group in Q2 2017 and held it in 9 quarters.
OneDigital Investment Advisors's Credit Suisse Group position peaked at $62K in Q4 2017.
185 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.