STA
CS

Summit Trail Advisors’s Credit Suisse Group CS Stock Holding History

Summit Trail Advisors’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
Q1 		– Sell
-5,200
Closed -$102K – 1798
2017
Q4 		$102K Buy
+5,200
New +$86K 0.01% 620

Other funds holding CS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Summit Trail Advisors's CS Position: Q1 2018 in Review

Summit Trail Advisors sold out of Credit Suisse Group (CS) in Q1 2018, closing a stake of 5,200 shares — an estimated $102K sold.

Summit Trail Advisors first reported a position in CS in Q4 2017 and held it in 1 quarter. The position peaked at $102K in Q4 2017. 246 funds tracked by Wall St. Rank hold CS as of Q1 2018.

  • Summit Trail Advisors reported no remaining Credit Suisse Group position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 5,200 Credit Suisse Group shares in Q1 2018, an estimated $102K.
  • Summit Trail Advisors first reported a position in Credit Suisse Group in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Credit Suisse Group position peaked at $102K in Q4 2017.
  • 246 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.