UBS AM
CS

UBS AM’s Credit Suisse Group CS Stock Holding History

UBS AM’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
Q4 		– Sell
-429
Closed -$5.24K – 2902
2019
Q3 		$5.24K Buy
+429
New +$5.16K ﹤0.01% 2830
2018
Q4 		– Sell
-45
Closed -$672 – 2836
2018
Q3 		$672 Hold
45
– – ﹤0.01% 2759
2018
Q2 		$670 Sell
45
-47
-51% -$757 ﹤0.01% 2769
2018
Q1 		$1.54K Buy
+92
New +$1.69K ﹤0.01% 2640
2014
Q3 		– Sell
-211,862
Closed -$6.01M – 2587
2014
Q2 		$6.01M Buy
211,862
+11,759
+6% +$360K 0.01% 987
2014
Q1 		$6.48M Buy
200,103
+16,142
+9% +$506K 0.01% 974
2013
Q4 		$5.71M Buy
183,961
+2,291
+1% +$69.5K 0.01% 980
2013
Q3 		$5.55M Sell
181,670
-2,261
-1% -$67.3K 0.01% 958
2013
Q2 		$4.87M Buy
+183,931
New +$5.17M 0.01% 960

Other funds holding CS

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EARNEST Partners
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
Allianz Asset Management
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

UBS AM's CS Position: Q4 2019 in Review

UBS AM sold out of Credit Suisse Group (CS) in Q4 2019, closing a stake of 429 shares — an estimated $5.24K sold.

UBS AM first reported a position in CS in Q2 2013 and held it in 9 quarters. The position peaked at $6.48M in Q1 2014. 182 funds tracked by Wall St. Rank hold CS as of Q4 2019.

  • UBS AM reported no remaining Credit Suisse Group position as of Q4 2019 after selling out during the quarter.
  • UBS AM sold 429 Credit Suisse Group shares in Q4 2019, an estimated $5.24K.
  • UBS AM first reported a position in Credit Suisse Group in Q2 2013 and held it in 9 quarters.
  • UBS AM's Credit Suisse Group position peaked at $6.48M in Q1 2014.
  • 182 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2019.

Based on UBS AM's 13F filing for Q4 2019, filed 14 Feb 2020.