SGAM
CS

Smith Group Asset Management’s Credit Suisse Group CS Stock Holding History

Smith Group Asset 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
2013
Q4 		– Sell
-8,061
Closed -$246K – 443
2013
Q3 		$246K Buy
+8,061
New +$240K 0.01% 208

Other funds holding CS

EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SM
Seminole Management New York $375M AUM 23.46% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Smith Group Asset Management's CS Position: Q4 2013 in Review

Smith Group Asset Management sold out of Credit Suisse Group (CS) in Q4 2013, closing a stake of 8,061 shares — an estimated $246K sold.

Smith Group Asset Management first reported a position in CS in Q3 2013 and held it in 1 quarter. The position peaked at $246K in Q3 2013. 175 funds tracked by Wall St. Rank hold CS as of Q4 2013.

  • Smith Group Asset Management reported no remaining Credit Suisse Group position as of Q4 2013 after selling out during the quarter.
  • Smith Group Asset Management sold 8,061 Credit Suisse Group shares in Q4 2013, an estimated $246K.
  • Smith Group Asset Management first reported a position in Credit Suisse Group in Q3 2013 and held it in 1 quarter.
  • Smith Group Asset Management's Credit Suisse Group position peaked at $246K in Q3 2013.
  • 175 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2013.

Based on Smith Group Asset Management's 13F filing for Q4 2013, filed 29 Jan 2014.