WOC
FLGE

West Oak Capital’s Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes FLGE Stock Holding History

West Oak Capital’s Portfolio FLGE Stock Details FLGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-651
Closed -$74.1K – 320
2014
Q4 		$74.1K Buy
+651
New +$70.4K 0.05% 137

Other funds holding FLGE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CP
Corbenic Partners Bethlehem, Pennsylvania $380M AUM 10.47% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

West Oak Capital's FLGE Position: Q1 2015 in Review

West Oak Capital sold out of Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes (FLGE) in Q1 2015, closing a stake of 651 shares — an estimated $74.1K sold.

West Oak Capital first reported a position in FLGE in Q4 2014 and held it in 1 quarter. The position peaked at $74.1K in Q4 2014. 14 funds tracked by Wall St. Rank hold FLGE as of Q1 2015.

  • West Oak Capital reported no remaining Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position as of Q1 2015 after selling out during the quarter.
  • West Oak Capital sold 651 Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes shares in Q1 2015, an estimated $74.1K.
  • West Oak Capital first reported a position in Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes in Q4 2014 and held it in 1 quarter.
  • West Oak Capital's Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position peaked at $74.1K in Q4 2014.
  • 14 funds tracked by Wall St. Rank held Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes as of Q1 2015.

Based on West Oak Capital's 13F filing for Q1 2015, filed 2 Apr 2015.