WAM
CS

Wealthspire Advisors (Maryland)’s Credit Suisse Group CS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,949
Closed -$23K – 2233
2019
Q1 		$23K Buy
1,949
+347
+22% +$4.14K ﹤0.01% 1228
2018
Q4 		$17K Buy
1,602
+137
+9% +$1.69K ﹤0.01% 1283
2018
Q3 		$22K Buy
1,465
+368
+34% +$5.61K ﹤0.01% 1279
2018
Q2 		$16K Buy
1,097
+29
+3% +$467 ﹤0.01% 1405
2018
Q1 		$18K Sell
1,068
-1,039
-49% -$19K ﹤0.01% 1338
2017
Q4 		$38K Sell
2,107
-327
-13% -$5.41K ﹤0.01% 1118
2017
Q3 		$38K Buy
2,434
+370
+18% +$5.62K ﹤0.01% 1073
2017
Q2 		$30K Buy
2,064
+958
+87% +$13.8K ﹤0.01% 1128
2017
Q1 		$16K Buy
1,106
+238
+27% +$3.63K ﹤0.01% 1173
2016
Q4 		$12K Sell
868
-42
-5% -$588 ﹤0.01% 1173
2016
Q3 		$12K Sell
910
-276
-23% -$3.34K ﹤0.01% 1210
2016
Q2 		$13K Buy
1,186
+182
+18% +$2.48K ﹤0.01% 1143
2016
Q1 		$14K Buy
1,004
+259
+35% +$4.11K ﹤0.01% 1110
2015
Q4 		$16K Buy
+745
New +$17.4K ﹤0.01% 1055

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Credit Suisse Group (CS) in Q2 2019, closing a stake of 1,949 shares — an estimated $23K sold.

Wealthspire Advisors (Maryland) first reported a position in CS in Q4 2015 and held it in 14 quarters. The position peaked at $38K in Q4 2017. 183 funds tracked by Wall St. Rank hold CS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Credit Suisse Group position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,949 Credit Suisse Group shares in Q2 2019, an estimated $23K.
  • Wealthspire Advisors (Maryland) first reported a position in Credit Suisse Group in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Credit Suisse Group position peaked at $38K in Q4 2017.
  • 183 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.