WestEnd Advisors’s Credit Suisse Group CS Stock Holding History

WestEnd 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
2019 Q4	–	Sell	-111	Closed	-$1.35K	–	83
2019 Q3	$1.35K	Buy	+111	New	+$1.33K	﹤0.01%	70

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

WestEnd Advisors's CS Position: Q4 2019 in Review

WestEnd Advisors sold out of Credit Suisse Group (CS) in Q4 2019, closing a stake of 111 shares — an estimated $1.35K sold.

WestEnd Advisors first reported a position in CS in Q3 2019 and held it in 1 quarter. The position peaked at $1.35K in Q3 2019. 182 funds tracked by Wall St. Rank hold CS as of Q4 2019.

WestEnd Advisors reported no remaining Credit Suisse Group position as of Q4 2019 after selling out during the quarter.
WestEnd Advisors sold 111 Credit Suisse Group shares in Q4 2019, an estimated $1.35K.
WestEnd Advisors first reported a position in Credit Suisse Group in Q3 2019 and held it in 1 quarter.
WestEnd Advisors's Credit Suisse Group position peaked at $1.35K in Q3 2019.
182 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2019.

Based on WestEnd Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.