Stonehage Fleming Financial Services’s Credit Suisse Group CS Stock Holding History

Stonehage Fleming Financial 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 Q1	–	Sell	-5,121	Closed	-$56K	–	237
2018 Q4	$56K	Hold	5,121	–	–	﹤0.01%	202
2018 Q3	$77K	Hold	5,121	–	–	﹤0.01%	194
2018 Q2	$76K	Hold	5,121	–	–	﹤0.01%	197
2018 Q1	$86K	Hold	5,121	–	–	0.01%	185
2017 Q4	$91K	Hold	5,121	–	–	0.01%	196
2017 Q3	$81K	Hold	5,121	–	–	﹤0.01%	208
2017 Q2	$75K	Hold	5,121	–	–	﹤0.01%	206
2017 Q1	$76K	Hold	5,121	–	–	﹤0.01%	239
2016 Q4	$73K	Hold	5,121	–	–	﹤0.01%	248
2016 Q3	$67K	Hold	5,121	–	–	﹤0.01%	253
2016 Q2	$55K	Buy	5,121 +3,061	+149%	+$41.7K	﹤0.01%	247
2016 Q1	$170K	Buy	+2,060	New	+$32.7K	0.01%	219

Other funds holding CS

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

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 Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

MCM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Stonehage Fleming Financial Services's CS Position: Q1 2019 in Review

Stonehage Fleming Financial Services sold out of Credit Suisse Group (CS) in Q1 2019, closing a stake of 5,121 shares — an estimated $56K sold.

Stonehage Fleming Financial Services first reported a position in CS in Q1 2016 and held it in 12 quarters. The position peaked at $170K in Q1 2016. 195 funds tracked by Wall St. Rank hold CS as of Q1 2019.

Stonehage Fleming Financial Services reported no remaining Credit Suisse Group position as of Q1 2019 after selling out during the quarter.
Stonehage Fleming Financial Services sold 5,121 Credit Suisse Group shares in Q1 2019, an estimated $56K.
Stonehage Fleming Financial Services first reported a position in Credit Suisse Group in Q1 2016 and held it in 12 quarters.
Stonehage Fleming Financial Services's Credit Suisse Group position peaked at $170K in Q1 2016.
195 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2019.

Based on Stonehage Fleming Financial Services's 13F filing for Q1 2019, filed 11 Oct 2019.