SWP
CS

Stratos Wealth Partners’s Credit Suisse Group CS Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-1,000
Closed -$15K – 2680
2018
Q3 		$15K Buy
+1,000
New +$15.2K ﹤0.01% 2016
2018
Q2 		– Sell
-6,444
Closed -$108K – 2763
2018
Q1 		$108K Buy
6,444
+433
+7% +$7.93K ﹤0.01% 1158
2017
Q4 		$107K Buy
+6,011
New +$99.4K ﹤0.01% 1156

Other funds holding CS

EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stratos Wealth Partners's CS Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Credit Suisse Group (CS) in Q4 2018, closing a stake of 1,000 shares — an estimated $15K sold.

Stratos Wealth Partners first reported a position in CS in Q4 2017 and held it in 3 quarters. The position peaked at $108K in Q1 2018. 233 funds tracked by Wall St. Rank hold CS as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Credit Suisse Group position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,000 Credit Suisse Group shares in Q4 2018, an estimated $15K.
  • Stratos Wealth Partners first reported a position in Credit Suisse Group in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Credit Suisse Group position peaked at $108K in Q1 2018.
  • 233 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.