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

Tradewinds 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
2020 Q1	–	Sell	-260	Closed	-$3K	–	764
2019 Q4	$3K	Hold	260	–	–	﹤0.01%	582
2019 Q3	$3K	Hold	260	–	–	﹤0.01%	512
2019 Q2	$3K	Hold	260	–	–	﹤0.01%	514
2019 Q1	$3K	Hold	260	–	–	﹤0.01%	519
2018 Q4	$3K	Hold	260	–	–	﹤0.01%	537
2018 Q3	$4K	Hold	260	–	–	﹤0.01%	528
2018 Q2	$4K	Hold	260	–	–	﹤0.01%	519
2018 Q1	$4K	Hold	260	–	–	﹤0.01%	515
2017 Q4	$5K	Hold	260	–	–	﹤0.01%	514
2017 Q3	$4K	Hold	260	–	–	﹤0.01%	522
2017 Q2	$4K	Hold	260	–	–	﹤0.01%	519
2017 Q1	$4K	Hold	260	–	–	﹤0.01%	528
2016 Q4	$4K	Hold	260	–	–	﹤0.01%	478
2016 Q3	$3K	Buy	+260	New	+$3.15K	﹤0.01%	518

Other funds holding CS

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PPA

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tradewinds Capital Management's CS Position: Q1 2020 in Review

Tradewinds Capital Management sold out of Credit Suisse Group (CS) in Q1 2020, closing a stake of 260 shares — an estimated $3K sold.

Tradewinds Capital Management first reported a position in CS in Q3 2016 and held it in 14 quarters. The position peaked at $5K in Q4 2017. 163 funds tracked by Wall St. Rank hold CS as of Q1 2020.

Tradewinds Capital Management reported no remaining Credit Suisse Group position as of Q1 2020 after selling out during the quarter.
Tradewinds Capital Management sold 260 Credit Suisse Group shares in Q1 2020, an estimated $3K.
Tradewinds Capital Management first reported a position in Credit Suisse Group in Q3 2016 and held it in 14 quarters.
Tradewinds Capital Management's Credit Suisse Group position peaked at $5K in Q4 2017.
163 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2020.

Based on Tradewinds Capital Management's 13F filing for Q1 2020, filed 11 May 2020.