TI
CS

Turner Investments’s Credit Suisse Group CS Stock Holding History

Turner Investments’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
2013
Q4 		– Sell
-12,537
Closed -$383K – 659
2013
Q3 		$383K Hold
12,537
– – 0.01% 502
2013
Q2 		$332K Buy
+12,537
New +$352K ﹤0.01% 536

Other funds holding CS

EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SM
Seminole Management New York $375M AUM 23.46% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Turner Investments's CS Position: Q4 2013 in Review

Turner Investments sold out of Credit Suisse Group (CS) in Q4 2013, closing a stake of 12,537 shares — an estimated $383K sold.

Turner Investments first reported a position in CS in Q2 2013 and held it in 2 quarters. The position peaked at $383K in Q3 2013. 175 funds tracked by Wall St. Rank hold CS as of Q4 2013.

  • Turner Investments reported no remaining Credit Suisse Group position as of Q4 2013 after selling out during the quarter.
  • Turner Investments sold 12,537 Credit Suisse Group shares in Q4 2013, an estimated $383K.
  • Turner Investments first reported a position in Credit Suisse Group in Q2 2013 and held it in 2 quarters.
  • Turner Investments's Credit Suisse Group position peaked at $383K in Q3 2013.
  • 175 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2013.

Based on Turner Investments's 13F filing for Q4 2013, filed 13 Feb 2014.