SCG
CS

Strategic Capital Group’s Credit Suisse Group CS Stock Holding History

Strategic Capital 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
2014
Q2 		– Sell
-1,930
Closed -$62K – 314
2014
Q1 		$62K Buy
+1,930
New +$60.5K 0.02% 206

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategic Capital Group's CS Position: Q2 2014 in Review

Strategic Capital Group sold out of Credit Suisse Group (CS) in Q2 2014, closing a stake of 1,930 shares — an estimated $62K sold.

Strategic Capital Group first reported a position in CS in Q1 2014 and held it in 1 quarter. The position peaked at $62K in Q1 2014. 164 funds tracked by Wall St. Rank hold CS as of Q2 2014.

  • Strategic Capital Group reported no remaining Credit Suisse Group position as of Q2 2014 after selling out during the quarter.
  • Strategic Capital Group sold 1,930 Credit Suisse Group shares in Q2 2014, an estimated $62K.
  • Strategic Capital Group first reported a position in Credit Suisse Group in Q1 2014 and held it in 1 quarter.
  • Strategic Capital Group's Credit Suisse Group position peaked at $62K in Q1 2014.
  • 164 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.