UCFA
CS

United Capital Financial Advisors’s Credit Suisse Group CS Stock Holding History

United Capital Financial 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
2020
Q1 		– Sell
-15,115
Closed -$203K – 1400
2019
Q4 		$203K Buy
+15,115
New +$193K ﹤0.01% 1280
2019
Q3 		– Sell
-10,705
Closed -$128K – 1519
2019
Q2 		$128K Sell
10,705
-756
-7% -$9.21K ﹤0.01% 1399
2019
Q1 		$134K Sell
11,461
-225
-2% -$2.68K ﹤0.01% 1299
2018
Q4 		$127K Sell
11,686
-1,278
-10% -$15.8K ﹤0.01% 1233
2018
Q3 		$194K Buy
12,964
+395
+3% +$6.02K ﹤0.01% 1258
2018
Q2 		$187K Sell
12,569
-2,291
-15% -$36.9K ﹤0.01% 1235
2018
Q1 		$249K Buy
14,860
+2,029
+16% +$37.2K ﹤0.01% 1158
2017
Q4 		$229K Sell
12,831
-1,301
-9% -$21.5K ﹤0.01% 1205
2017
Q3 		$223K Sell
14,132
-669
-5% -$10.2K ﹤0.01% 1205
2017
Q2 		$216K Buy
14,801
+2,291
+18% +$33.1K ﹤0.01% 1184
2017
Q1 		$186K Buy
12,510
+669
+6% +$10.2K ﹤0.01% 1188
2016
Q4 		$169K Buy
11,841
+1,717
+17% +$24.1K ﹤0.01% 1202
2016
Q3 		$133K Buy
+10,124
New +$123K ﹤0.01% 1222
2014
Q1 		– Sell
-21,418
Closed -$665K – 946
2013
Q4 		$665K Buy
21,418
+7,223
+51% +$219K 0.02% 396
2013
Q3 		$434K Buy
+14,195
New +$422K 0.01% 472

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

United Capital Financial Advisors's CS Position: Q1 2020 in Review

United Capital Financial Advisors sold out of Credit Suisse Group (CS) in Q1 2020, closing a stake of 15,115 shares — an estimated $203K sold.

United Capital Financial Advisors first reported a position in CS in Q3 2013 and held it in 15 quarters. The position peaked at $665K in Q4 2013. 163 funds tracked by Wall St. Rank hold CS as of Q1 2020.

  • United Capital Financial Advisors reported no remaining Credit Suisse Group position as of Q1 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 15,115 Credit Suisse Group shares in Q1 2020, an estimated $203K.
  • United Capital Financial Advisors first reported a position in Credit Suisse Group in Q3 2013 and held it in 15 quarters.
  • United Capital Financial Advisors's Credit Suisse Group position peaked at $665K in Q4 2013.
  • 163 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.