TS Financial Group (TSFG)’s Credit Suisse Group CS Stock Holding History

TS Financial Group (TSFG)’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
2021 Q1	–	Sell	-251	Closed	-$3K	–	935
2020 Q4	$3K	Buy	251 +23	+10%	+$266	﹤0.01%	702
2020 Q3	$2K	Buy	228 +23	+11%	+$246	﹤0.01%	706
2020 Q2	$2K	Hold	205	–	–	﹤0.01%	684
2020 Q1	$2K	Buy	205 +18	+10%	+$209	﹤0.01%	627
2019 Q4	$3K	Hold	187	–	–	﹤0.01%	587
2019 Q3	$2K	Hold	187	–	–	﹤0.01%	678
2019 Q2	$2K	Hold	187	–	–	﹤0.01%	656
2019 Q1	$2K	Buy	+187	New	+$2.23K	﹤0.01%	624

Other funds holding CS

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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

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

BIP

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

TS Financial Group (TSFG)'s CS Position: Q1 2021 in Review

TS Financial Group (TSFG) sold out of Credit Suisse Group (CS) in Q1 2021, closing a stake of 251 shares — an estimated $3K sold.

TS Financial Group (TSFG) first reported a position in CS in Q1 2019 and held it in 8 quarters. The position peaked at $3K in Q4 2020. 206 funds tracked by Wall St. Rank hold CS as of Q1 2021.

TS Financial Group (TSFG) reported no remaining Credit Suisse Group position as of Q1 2021 after selling out during the quarter.
TS Financial Group (TSFG) sold 251 Credit Suisse Group shares in Q1 2021, an estimated $3K.
TS Financial Group (TSFG) first reported a position in Credit Suisse Group in Q1 2019 and held it in 8 quarters.
TS Financial Group (TSFG)'s Credit Suisse Group position peaked at $3K in Q4 2020.
206 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2021.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2021, filed 14 Apr 2021.