Plante Moran Financial Advisors’s Credit Suisse Group CS Stock Holding History

Plante Moran Financial 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
2018 Q1	–	Sell	-82	Closed	-$1K	–	1020
2017 Q4	$1K	Buy	+82	New	+$1.36K	﹤0.01%	856
2014 Q2	–	Sell	-268	Closed	-$9K	–	862
2014 Q1	$9K	Buy	268 +9	+3%	+$282	0.01%	394
2013 Q4	$8K	Buy	+259	New	+$7.86K	﹤0.01%	489

Other funds holding CS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Plante Moran Financial Advisors's CS Position: Q1 2018 in Review

Plante Moran Financial Advisors sold out of Credit Suisse Group (CS) in Q1 2018, closing a stake of 82 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in CS in Q4 2013 and held it in 3 quarters. The position peaked at $9K in Q1 2014. 246 funds tracked by Wall St. Rank hold CS as of Q1 2018.

Plante Moran Financial Advisors reported no remaining Credit Suisse Group position as of Q1 2018 after selling out during the quarter.
Plante Moran Financial Advisors sold 82 Credit Suisse Group shares in Q1 2018, an estimated $1K.
Plante Moran Financial Advisors first reported a position in Credit Suisse Group in Q4 2013 and held it in 3 quarters.
Plante Moran Financial Advisors's Credit Suisse Group position peaked at $9K in Q1 2014.
246 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2018, filed 1 May 2018.