WRF
CS

Waddell & Reed Financial’s Credit Suisse Group CS Stock Holding History

Waddell & Reed Financial’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
Q1 		– Sell
-136,394
Closed -$4.23M – 581
2013
Q4 		$4.23M Hold
136,394
– – 0.01% 514
2013
Q3 		$4.17M Buy
+136,394
New +$4.06M 0.01% 498

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
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waddell & Reed Financial's CS Position: Q1 2014 in Review

Waddell & Reed Financial sold out of Credit Suisse Group (CS) in Q1 2014, closing a stake of 136,394 shares — an estimated $4.23M sold.

Waddell & Reed Financial first reported a position in CS in Q3 2013 and held it in 2 quarters. The position peaked at $4.23M in Q4 2013. 171 funds tracked by Wall St. Rank hold CS as of Q1 2014.

  • Waddell & Reed Financial reported no remaining Credit Suisse Group position as of Q1 2014 after selling out during the quarter.
  • Waddell & Reed Financial sold 136,394 Credit Suisse Group shares in Q1 2014, an estimated $4.23M.
  • Waddell & Reed Financial first reported a position in Credit Suisse Group in Q3 2013 and held it in 2 quarters.
  • Waddell & Reed Financial's Credit Suisse Group position peaked at $4.23M in Q4 2013.
  • 171 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2014.

Based on Waddell & Reed Financial's 13F filing for Q1 2014, filed 15 May 2014.