WA
CS

Waverly Advisors’s Credit Suisse Group CS Stock Holding History

Waverly 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
2014
Q1 		– Sell
-285
Closed -$9K – 847
2013
Q4 		$9K Hold
285
– – ﹤0.01% 576
2013
Q3 		$9K Buy
+285
New +$8.48K ﹤0.01% 454

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

Waverly Advisors's CS Position: Q1 2014 in Review

Waverly Advisors sold out of Credit Suisse Group (CS) in Q1 2014, closing a stake of 285 shares — an estimated $9K sold.

Waverly Advisors first reported a position in CS in Q3 2013 and held it in 2 quarters. The position peaked at $9K in Q4 2013. 171 funds tracked by Wall St. Rank hold CS as of Q1 2014.

  • Waverly Advisors reported no remaining Credit Suisse Group position as of Q1 2014 after selling out during the quarter.
  • Waverly Advisors sold 285 Credit Suisse Group shares in Q1 2014, an estimated $9K.
  • Waverly Advisors first reported a position in Credit Suisse Group in Q3 2013 and held it in 2 quarters.
  • Waverly Advisors's Credit Suisse Group position peaked at $9K in Q4 2013.
  • 171 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2014.

Based on Waverly Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.