SeaCrest Wealth Management’s Credit Suisse Group CS Stock Holding History

SeaCrest Wealth Management’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
2019 Q2	–	Sell	-86	Closed	-$1K	–	1981
2019 Q1	$1K	Sell	86 -204	-70%	-$2.43K	﹤0.01%	2102
2018 Q4	$3K	Sell	290 -1,681	-85%	-$20.8K	﹤0.01%	1862
2018 Q3	$29K	Hold	1,971	–	–	﹤0.01%	1230
2018 Q2	$29K	Hold	1,971	–	–	0.01%	1207
2018 Q1	$33K	Hold	1,971	–	–	0.01%	1139
2017 Q4	$35K	Buy	+1,971	New	+$32.6K	0.01%	1117

Other funds holding CS

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SeaCrest Wealth Management's CS Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Credit Suisse Group (CS) in Q2 2019, closing a stake of 86 shares — an estimated $1K sold.

SeaCrest Wealth Management first reported a position in CS in Q4 2017 and held it in 6 quarters. The position peaked at $35K in Q4 2017. 183 funds tracked by Wall St. Rank hold CS as of Q2 2019.

SeaCrest Wealth Management reported no remaining Credit Suisse Group position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 86 Credit Suisse Group shares in Q2 2019, an estimated $1K.
SeaCrest Wealth Management first reported a position in Credit Suisse Group in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's Credit Suisse Group position peaked at $35K in Q4 2017.
183 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.