RFCA
CS

R&F Capital Advisors’s Credit Suisse Group CS Stock Holding History

R&F Capital 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
2017
Q1 		$761K Buy
51,270
+32,162
+168% +$491K 0.2% 148
2016
Q4 		$273K Buy
+19,108
New +$268K 0.1% 330

Other funds holding CS

BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 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 $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

R&F Capital Advisors's CS Position: Q1 2017 in Review

R&F Capital Advisors increased its Credit Suisse Group (CS) stake by 168% in Q1 2017, buying an estimated $491K and bringing the position to 51,270 shares worth $761K. The position accounts for 0.2% of the portfolio, ranked #148.

R&F Capital Advisors first reported a position in CS in Q4 2016 and has held it in 2 quarters since. 212 funds tracked by Wall St. Rank hold CS as of Q1 2017.

  • R&F Capital Advisors held 51,270 shares of Credit Suisse Group worth $761K as of Q1 2017.
  • R&F Capital Advisors bought 32,162 Credit Suisse Group shares in Q1 2017, an estimated $491K.
  • Credit Suisse Group made up 0.2% of R&F Capital Advisors's portfolio in Q1 2017, its #148 holding.
  • R&F Capital Advisors first reported a position in Credit Suisse Group in Q4 2016 and has held it in 2 quarters since.
  • 212 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.