Patten & Patten’s Credit Suisse Group CS Stock Holding History

Patten & Patten’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
2016 Q1	–	Sell	-13,000	Closed	-$282K	–	217
2015 Q4	$282K	Buy	+13,000	New	+$303K	0.04%	189

Other funds holding CS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BIP

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

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

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

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Patten & Patten's CS Position: Q1 2016 in Review

Patten & Patten sold out of Credit Suisse Group (CS) in Q1 2016, closing a stake of 13,000 shares — an estimated $282K sold.

Patten & Patten first reported a position in CS in Q4 2015 and held it in 1 quarter. The position peaked at $282K in Q4 2015. 158 funds tracked by Wall St. Rank hold CS as of Q1 2016.

Patten & Patten reported no remaining Credit Suisse Group position as of Q1 2016 after selling out during the quarter.
Patten & Patten sold 13,000 Credit Suisse Group shares in Q1 2016, an estimated $282K.
Patten & Patten first reported a position in Credit Suisse Group in Q4 2015 and held it in 1 quarter.
Patten & Patten's Credit Suisse Group position peaked at $282K in Q4 2015.
158 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2016.

Based on Patten & Patten's 13F filing for Q1 2016, filed 15 Apr 2016.