WFG Advisors’s Credit Suisse Group CS Stock Holding History

WFG 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
2015 Q1	–	Sell	-35	Closed	-$1K	–	2123
2014 Q4	$1K	Hold	35	–	–	﹤0.01%	2005
2014 Q3	$1K	Hold	35	–	–	﹤0.01%	2021
2014 Q2	$1K	Hold	35	–	–	﹤0.01%	1931
2014 Q1	$1K	Hold	35	–	–	﹤0.01%	1923
2013 Q4	$1K	Hold	35	–	–	﹤0.01%	2149
2013 Q3	$1K	Hold	35	–	–	﹤0.01%	2092
2013 Q2	$1K	Buy	+35	New	+$984	﹤0.01%	2007

Other funds holding CS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PPA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WFG Advisors's CS Position: Q1 2015 in Review

WFG Advisors sold out of Credit Suisse Group (CS) in Q1 2015, closing a stake of 35 shares — an estimated $1K sold.

WFG Advisors first reported a position in CS in Q2 2013 and held it in 7 quarters. The position peaked at $1K in Q4 2014. 150 funds tracked by Wall St. Rank hold CS as of Q1 2015.

WFG Advisors reported no remaining Credit Suisse Group position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 35 Credit Suisse Group shares in Q1 2015, an estimated $1K.
WFG Advisors first reported a position in Credit Suisse Group in Q2 2013 and held it in 7 quarters.
WFG Advisors's Credit Suisse Group position peaked at $1K in Q4 2014.
150 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.