Point View Wealth Management’s Credit Suisse Group CS Stock Holding History

Point View 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
2016 Q1	–	Sell	-9,891	Closed	-$215K	–	235
2015 Q4	$215K	Buy	9,891 +15	+0.2%	+$350	0.16%	177
2015 Q3	$237K	Hold	9,876	–	–	0.19%	160
2015 Q2	$273K	Hold	9,876	–	–	0.21%	154
2015 Q1	$266K	Hold	9,876	–	–	0.21%	149
2014 Q4	$248K	Hold	9,876	–	–	0.18%	151
2014 Q3	$273K	Hold	9,876	–	–	0.23%	140
2014 Q2	$280K	Buy	9,876 +18	+0.2%	+$551	0.24%	137
2014 Q1	$319K	Sell	9,858 -1,120	-10%	-$35.1K	0.29%	122
2013 Q4	$341K	Buy	+10,978	New	+$333K	0.32%	109

Other funds holding CS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BIP

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

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

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

MCM

Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $609B AUM 40.19% 1-Year Est. Return

Point View Wealth Management's CS Position: Q1 2016 in Review

Point View Wealth Management sold out of Credit Suisse Group (CS) in Q1 2016, closing a stake of 9,891 shares — an estimated $215K sold.

Point View Wealth Management first reported a position in CS in Q4 2013 and held it in 9 quarters. The position peaked at $341K in Q4 2013. 158 funds tracked by Wall St. Rank hold CS as of Q1 2016.

Point View Wealth Management reported no remaining Credit Suisse Group position as of Q1 2016 after selling out during the quarter.
Point View Wealth Management sold 9,891 Credit Suisse Group shares in Q1 2016, an estimated $215K.
Point View Wealth Management first reported a position in Credit Suisse Group in Q4 2013 and held it in 9 quarters.
Point View Wealth Management's Credit Suisse Group position peaked at $341K in Q4 2013.
158 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2016.

Based on Point View Wealth Management's 13F filing for Q1 2016, filed 5 May 2016.