RFA
CS

Reilly Financial Advisors’s Credit Suisse Group CS Stock Holding History

Reilly 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
Q3 		– Sell
-1,300
Closed -$19K – 1064
2018
Q2 		$19K Hold
1,300
– – ﹤0.01% 527
2018
Q1 		$22K Buy
+1,300
New +$23.8K ﹤0.01% 473

Other funds holding CS

EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Reilly Financial Advisors's CS Position: Q3 2018 in Review

Reilly Financial Advisors sold out of Credit Suisse Group (CS) in Q3 2018, closing a stake of 1,300 shares — an estimated $19K sold.

Reilly Financial Advisors first reported a position in CS in Q1 2018 and held it in 2 quarters. The position peaked at $22K in Q1 2018. 239 funds tracked by Wall St. Rank hold CS as of Q3 2018.

  • Reilly Financial Advisors reported no remaining Credit Suisse Group position as of Q3 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,300 Credit Suisse Group shares in Q3 2018, an estimated $19K.
  • Reilly Financial Advisors first reported a position in Credit Suisse Group in Q1 2018 and held it in 2 quarters.
  • Reilly Financial Advisors's Credit Suisse Group position peaked at $22K in Q1 2018.
  • 239 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2018.

Based on Reilly Financial Advisors's 13F filing for Q3 2018, filed 19 Oct 2018.