Shine Investment Advisory Services’s Credit Suisse Group CS Stock Holding History

Shine Investment Advisory Services’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 Q4	–	Sell	-1,049	Closed	-$13K	–	779
2019 Q3	$13K	Sell	1,049 -536	-34%	-$6.45K	0.01%	518
2019 Q2	$19K	Hold	1,585	–	–	0.01%	461
2019 Q1	$18K	Hold	1,585	–	–	0.01%	480
2018 Q4	$17K	Hold	1,585	–	–	0.01%	459
2018 Q3	$24K	Hold	1,585	–	–	0.01%	426
2018 Q2	$24K	Hold	1,585	–	–	0.01%	431
2018 Q1	$27K	Buy	+1,585	New	+$29K	0.01%	418
2017 Q4	–	Sell	-244	Closed	-$4K	–	688
2017 Q3	$4K	Buy	+244	New	+$3.7K	﹤0.01%	623

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Shine Investment Advisory Services's CS Position: Q4 2019 in Review

Shine Investment Advisory Services sold out of Credit Suisse Group (CS) in Q4 2019, closing a stake of 1,049 shares — an estimated $13K sold.

Shine Investment Advisory Services first reported a position in CS in Q3 2017 and held it in 8 quarters. The position peaked at $27K in Q1 2018. 182 funds tracked by Wall St. Rank hold CS as of Q4 2019.

Shine Investment Advisory Services reported no remaining Credit Suisse Group position as of Q4 2019 after selling out during the quarter.
Shine Investment Advisory Services sold 1,049 Credit Suisse Group shares in Q4 2019, an estimated $13K.
Shine Investment Advisory Services first reported a position in Credit Suisse Group in Q3 2017 and held it in 8 quarters.
Shine Investment Advisory Services's Credit Suisse Group position peaked at $27K in Q1 2018.
182 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2019.

Based on Shine Investment Advisory Services's 13F filing for Q4 2019, filed 3 Feb 2020.