TRUE Private Wealth Advisors’s Credit Suisse Group CS Stock Holding History

TRUE Private 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
2019 Q3	–	Sell	-258	Closed	-$3K	–	770
2019 Q2	$3K	Buy	+258	New	+$3.14K	﹤0.01%	698
2018 Q4	–	Sell	-2,443	Closed	-$36.5K	–	973
2018 Q3	$36.5K	Buy	+2,443	New	+$37.3K	0.01%	509

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

TRUE Private Wealth Advisors's CS Position: Q3 2019 in Review

TRUE Private Wealth Advisors sold out of Credit Suisse Group (CS) in Q3 2019, closing a stake of 258 shares — an estimated $3K sold.

TRUE Private Wealth Advisors first reported a position in CS in Q3 2018 and held it in 2 quarters. The position peaked at $36.5K in Q3 2018. 185 funds tracked by Wall St. Rank hold CS as of Q3 2019.

TRUE Private Wealth Advisors reported no remaining Credit Suisse Group position as of Q3 2019 after selling out during the quarter.
TRUE Private Wealth Advisors sold 258 Credit Suisse Group shares in Q3 2019, an estimated $3K.
TRUE Private Wealth Advisors first reported a position in Credit Suisse Group in Q3 2018 and held it in 2 quarters.
TRUE Private Wealth Advisors's Credit Suisse Group position peaked at $36.5K in Q3 2018.
185 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2019.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2019, filed 9 Oct 2019.