PWM
CS

Paulson Wealth Management’s Credit Suisse Group CS Stock Holding History

Paulson Wealth Management’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
Q1 		– Sell
-723
Closed -$13K – 556
2017
Q4 		$13K Buy
+723
New +$12K 0.01% 337

Other funds holding CS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Paulson Wealth Management's CS Position: Q1 2018 in Review

Paulson Wealth Management sold out of Credit Suisse Group (CS) in Q1 2018, closing a stake of 723 shares — an estimated $13K sold.

Paulson Wealth Management first reported a position in CS in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 246 funds tracked by Wall St. Rank hold CS as of Q1 2018.

  • Paulson Wealth Management reported no remaining Credit Suisse Group position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 723 Credit Suisse Group shares in Q1 2018, an estimated $13K.
  • Paulson Wealth Management first reported a position in Credit Suisse Group in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Credit Suisse Group position peaked at $13K in Q4 2017.
  • 246 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.