SFSIG
CS

San Francisco Sentry Investment Group’s Credit Suisse Group CS Stock Holding History

San Francisco Sentry Investment Group’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
Q2 		– Sell
-327
Closed -$5K – 901
2018
Q1 		$5K Sell
327
-100
-23% -$1.83K ﹤0.01% 768
2017
Q4 		$8K Sell
427
-225
-35% -$3.72K ﹤0.01% 710
2017
Q3 		$10K Hold
652
– – ﹤0.01% 651
2017
Q2 		$10K Buy
+652
New +$9.41K ﹤0.01% 539

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
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

San Francisco Sentry Investment Group's CS Position: Q2 2018 in Review

San Francisco Sentry Investment Group sold out of Credit Suisse Group (CS) in Q2 2018, closing a stake of 327 shares — an estimated $5K sold.

San Francisco Sentry Investment Group first reported a position in CS in Q2 2017 and held it in 4 quarters. The position peaked at $10K in Q3 2017. 241 funds tracked by Wall St. Rank hold CS as of Q2 2018.

  • San Francisco Sentry Investment Group reported no remaining Credit Suisse Group position as of Q2 2018 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 327 Credit Suisse Group shares in Q2 2018, an estimated $5K.
  • San Francisco Sentry Investment Group first reported a position in Credit Suisse Group in Q2 2017 and held it in 4 quarters.
  • San Francisco Sentry Investment Group's Credit Suisse Group position peaked at $10K in Q3 2017.
  • 241 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2018, filed 6 Aug 2018.