PA
CS

Pinnacle Associates’s Credit Suisse Group CS Stock Holding History

Pinnacle Associates’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
2014
Q2 		– Sell
-102,361
Closed -$3.31M – 628
2014
Q1 		$3.31M Buy
102,361
+912
+0.9% +$28.6K 0.06% 220
2013
Q4 		$3.15M Buy
101,449
+52,193
+106% +$1.58M 0.06% 230
2013
Q3 		$1.5M Buy
+49,256
New +$1.47M 0.03% 307

Other funds holding CS

EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Associates's CS Position: Q2 2014 in Review

Pinnacle Associates sold out of Credit Suisse Group (CS) in Q2 2014, closing a stake of 102,361 shares — an estimated $3.31M sold.

Pinnacle Associates first reported a position in CS in Q3 2013 and held it in 3 quarters. The position peaked at $3.31M in Q1 2014. 164 funds tracked by Wall St. Rank hold CS as of Q2 2014.

  • Pinnacle Associates reported no remaining Credit Suisse Group position as of Q2 2014 after selling out during the quarter.
  • Pinnacle Associates sold 102,361 Credit Suisse Group shares in Q2 2014, an estimated $3.31M.
  • Pinnacle Associates first reported a position in Credit Suisse Group in Q3 2013 and held it in 3 quarters.
  • Pinnacle Associates's Credit Suisse Group position peaked at $3.31M in Q1 2014.
  • 164 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2014.

Based on Pinnacle Associates's 13F filing for Q2 2014, filed 14 Aug 2014.