WCM
CS

Wealthcare Capital Management’s Credit Suisse Group CS Stock Holding History

Wealthcare Capital 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
2020
Q1 		– Sell
-283
Closed -$4K – 680
2019
Q4 		$4K Buy
+283
New +$3.62K ﹤0.01% 343
2015
Q3 		– Sell
-200
Closed – – 395
2015
Q2 		$0 Sell
200
-1,070
-84% -$28.9K ﹤0.01% 905
2015
Q1 		$34K Buy
+1,270
New +$30.3K ﹤0.01% 324

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

Wealthcare Capital Management's CS Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Credit Suisse Group (CS) in Q1 2020, closing a stake of 283 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in CS in Q1 2015 and held it in 3 quarters. The position peaked at $34K in Q1 2015. 163 funds tracked by Wall St. Rank hold CS as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Credit Suisse Group position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 283 Credit Suisse Group shares in Q1 2020, an estimated $4K.
  • Wealthcare Capital Management first reported a position in Credit Suisse Group in Q1 2015 and held it in 3 quarters.
  • Wealthcare Capital Management's Credit Suisse Group position peaked at $34K in Q1 2015.
  • 163 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.