VAM
CS

Visionary Asset Management’s Credit Suisse Group CS Stock Holding History

Visionary Asset Management’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
2014
Q3 		– Sell
-456
Closed -$13K – 362
2014
Q2 		$13K Buy
+456
New +$14K ﹤0.01% 250

Other funds holding CS

EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Visionary Asset Management's CS Position: Q3 2014 in Review

Visionary Asset Management sold out of Credit Suisse Group (CS) in Q3 2014, closing a stake of 456 shares — an estimated $13K sold.

Visionary Asset Management first reported a position in CS in Q2 2014 and held it in 1 quarter. The position peaked at $13K in Q2 2014. 156 funds tracked by Wall St. Rank hold CS as of Q3 2014.

  • Visionary Asset Management reported no remaining Credit Suisse Group position as of Q3 2014 after selling out during the quarter.
  • Visionary Asset Management sold 456 Credit Suisse Group shares in Q3 2014, an estimated $13K.
  • Visionary Asset Management first reported a position in Credit Suisse Group in Q2 2014 and held it in 1 quarter.
  • Visionary Asset Management's Credit Suisse Group position peaked at $13K in Q2 2014.
  • 156 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2014.

Based on Visionary Asset Management's 13F filing for Q3 2014, filed 30 Oct 2014.