WealthStone’s Credit Suisse Group CS Stock Holding History

WealthStone’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 Q3	–	Sell	-184	Closed	-$2.2K	–	640
2019 Q2	$2.2K	Buy	+184	New	+$2.24K	﹤0.01%	519

Other funds holding CS

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

WealthStone's CS Position: Q3 2019 in Review

WealthStone sold out of Credit Suisse Group (CS) in Q3 2019, closing a stake of 184 shares — an estimated $2.2K sold.

WealthStone first reported a position in CS in Q2 2019 and held it in 1 quarter. The position peaked at $2.2K in Q2 2019. 185 funds tracked by Wall St. Rank hold CS as of Q3 2019.

WealthStone reported no remaining Credit Suisse Group position as of Q3 2019 after selling out during the quarter.
WealthStone sold 184 Credit Suisse Group shares in Q3 2019, an estimated $2.2K.
WealthStone first reported a position in Credit Suisse Group in Q2 2019 and held it in 1 quarter.
WealthStone's Credit Suisse Group position peaked at $2.2K in Q2 2019.
185 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.