TI
CS

tru Independence’s Credit Suisse Group CS Stock Holding History

tru Independence’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
Q3 		– Sell
-4,600
Closed -$47K – 905
2020
Q2 		$47K Buy
4,600
+2,900
+171% +$26K 0.01% 384
2020
Q1 		$14K Hold
1,700
– – ﹤0.01% 408
2019
Q4 		$14K Buy
+1,700
New +$21.7K ﹤0.01% 528

Other funds holding CS

EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

tru Independence's CS Position: Q3 2020 in Review

tru Independence sold out of Credit Suisse Group (CS) in Q3 2020, closing a stake of 4,600 shares — an estimated $47K sold.

tru Independence first reported a position in CS in Q4 2019 and held it in 3 quarters. The position peaked at $47K in Q2 2020. 173 funds tracked by Wall St. Rank hold CS as of Q3 2020.

  • tru Independence reported no remaining Credit Suisse Group position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 4,600 Credit Suisse Group shares in Q3 2020, an estimated $47K.
  • tru Independence first reported a position in Credit Suisse Group in Q4 2019 and held it in 3 quarters.
  • tru Independence's Credit Suisse Group position peaked at $47K in Q2 2020.
  • 173 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.