PAS
CS

Partnervest Advisory Services’s Credit Suisse Group CS Stock Holding History

Partnervest Advisory Services’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
2013
Q3 		– Sell
-168
Closed -$4K – 1066
2013
Q2 		$4K Buy
+168
New +$4.72K ﹤0.01% 789

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Wellington Management Group
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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
TGI
Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Partnervest Advisory Services's CS Position: Q3 2013 in Review

Partnervest Advisory Services sold out of Credit Suisse Group (CS) in Q3 2013, closing a stake of 168 shares — an estimated $4K sold.

Partnervest Advisory Services first reported a position in CS in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 174 funds tracked by Wall St. Rank hold CS as of Q3 2013.

  • Partnervest Advisory Services reported no remaining Credit Suisse Group position as of Q3 2013 after selling out during the quarter.
  • Partnervest Advisory Services sold 168 Credit Suisse Group shares in Q3 2013, an estimated $4K.
  • Partnervest Advisory Services first reported a position in Credit Suisse Group in Q2 2013 and held it in 1 quarter.
  • Partnervest Advisory Services's Credit Suisse Group position peaked at $4K in Q2 2013.
  • 174 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2013.

Based on Partnervest Advisory Services's 13F filing for Q3 2013, filed 5 Nov 2013.