PO
CS

Private Ocean’s Credit Suisse Group CS Stock Holding History

Private Ocean’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
2020
Q1 		– Sell
-90
Closed -$2K – 613
2019
Q4 		$2K Hold
90
– – ﹤0.01% 449
2019
Q3 		$2K Hold
90
– – ﹤0.01% 553
2019
Q2 		$1K Hold
90
– – ﹤0.01% 463
2019
Q1 		$1K Buy
+90
New +$1.07K ﹤0.01% 398

Other funds holding CS

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Ocean's CS Position: Q1 2020 in Review

Private Ocean sold out of Credit Suisse Group (CS) in Q1 2020, closing a stake of 90 shares — an estimated $2K sold.

Private Ocean first reported a position in CS in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 163 funds tracked by Wall St. Rank hold CS as of Q1 2020.

  • Private Ocean reported no remaining Credit Suisse Group position as of Q1 2020 after selling out during the quarter.
  • Private Ocean sold 90 Credit Suisse Group shares in Q1 2020, an estimated $2K.
  • Private Ocean first reported a position in Credit Suisse Group in Q1 2019 and held it in 4 quarters.
  • Private Ocean's Credit Suisse Group position peaked at $2K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2020.

Based on Private Ocean's 13F filing for Q1 2020, filed 6 May 2020.