SIC
CS

Samalin Investment Counsel’s Credit Suisse Group CS Stock Holding History

Samalin Investment Counsel’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
-4,986
Closed -$67K – 540
2019
Q4 		$67K Buy
+4,986
New +$63.7K 0.06% 257

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

Samalin Investment Counsel's CS Position: Q1 2020 in Review

Samalin Investment Counsel sold out of Credit Suisse Group (CS) in Q1 2020, closing a stake of 4,986 shares — an estimated $67K sold.

Samalin Investment Counsel first reported a position in CS in Q4 2019 and held it in 1 quarter. The position peaked at $67K in Q4 2019. 163 funds tracked by Wall St. Rank hold CS as of Q1 2020.

  • Samalin Investment Counsel reported no remaining Credit Suisse Group position as of Q1 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 4,986 Credit Suisse Group shares in Q1 2020, an estimated $67K.
  • Samalin Investment Counsel first reported a position in Credit Suisse Group in Q4 2019 and held it in 1 quarter.
  • Samalin Investment Counsel's Credit Suisse Group position peaked at $67K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.