RC
CS

RegentAtlantic Capital’s Credit Suisse Group CS Stock Holding History

RegentAtlantic Capital’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
2015
Q1 		– Sell
-82
Closed -$2.06K – 1013
2014
Q4 		$2.06K Buy
+82
New +$2.15K ﹤0.01% 1126

Other funds holding CS

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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 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
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RegentAtlantic Capital's CS Position: Q1 2015 in Review

RegentAtlantic Capital sold out of Credit Suisse Group (CS) in Q1 2015, closing a stake of 82 shares — an estimated $2.06K sold.

RegentAtlantic Capital first reported a position in CS in Q4 2014 and held it in 1 quarter. The position peaked at $2.06K in Q4 2014. 150 funds tracked by Wall St. Rank hold CS as of Q1 2015.

  • RegentAtlantic Capital reported no remaining Credit Suisse Group position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 82 Credit Suisse Group shares in Q1 2015, an estimated $2.06K.
  • RegentAtlantic Capital first reported a position in Credit Suisse Group in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's Credit Suisse Group position peaked at $2.06K in Q4 2014.
  • 150 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.