TCI Wealth Advisors’s Credit Suisse Group CS Stock Holding History

TCI Wealth 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 Q4	–	Sell	-40	Closed	-$1K	–	1716
2018 Q3	$1K	Buy	40 +30	+300%	+$457	﹤0.01%	1387
2018 Q2	$0	Buy	+10	New	+$161	﹤0.01%	1632
2016 Q2	–	Sell	-264	Closed	-$4K	–	1403
2016 Q1	$4K	Hold	264	–	–	﹤0.01%	795
2015 Q4	$6K	Buy	+264	New	+$6.16K	﹤0.01%	693

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

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

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

TCI Wealth Advisors's CS Position: Q4 2018 in Review

TCI Wealth Advisors sold out of Credit Suisse Group (CS) in Q4 2018, closing a stake of 40 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in CS in Q4 2015 and held it in 4 quarters. The position peaked at $6K in Q4 2015. 233 funds tracked by Wall St. Rank hold CS as of Q4 2018.

TCI Wealth Advisors reported no remaining Credit Suisse Group position as of Q4 2018 after selling out during the quarter.
TCI Wealth Advisors sold 40 Credit Suisse Group shares in Q4 2018, an estimated $1K.
TCI Wealth Advisors first reported a position in Credit Suisse Group in Q4 2015 and held it in 4 quarters.
TCI Wealth Advisors's Credit Suisse Group position peaked at $6K in Q4 2015.
233 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2018.

Based on TCI Wealth Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.