Symons Capital Management’s Credit Suisse Group CS Stock Holding History

Symons Capital 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
2017 Q4	–	Sell	-887,111	Closed	-$14M	–	79
2017 Q3	$14M	Sell	887,111 -35,169	-4%	-$534K	3.54%	10
2017 Q2	$13.5M	Sell	922,280 -20,380	-2%	-$294K	3.28%	13
2017 Q1	$14M	Buy	+942,660	New	+$14.4M	3.46%	15

Other funds holding CS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Symons Capital Management's CS Position: Q4 2017 in Review

Symons Capital Management sold out of Credit Suisse Group (CS) in Q4 2017, closing a stake of 887,111 shares — an estimated $14M sold.

Symons Capital Management first reported a position in CS in Q1 2017 and held it in 3 quarters. The position peaked at $14M in Q3 2017. 230 funds tracked by Wall St. Rank hold CS as of Q4 2017.

Symons Capital Management reported no remaining Credit Suisse Group position as of Q4 2017 after selling out during the quarter.
Symons Capital Management sold 887,111 Credit Suisse Group shares in Q4 2017, an estimated $14M.
Symons Capital Management first reported a position in Credit Suisse Group in Q1 2017 and held it in 3 quarters.
Symons Capital Management's Credit Suisse Group position peaked at $14M in Q3 2017.
230 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2017.

Based on Symons Capital Management's 13F filing for Q4 2017, filed 13 Feb 2018.