WhitTier Trust Company’s Credit Suisse Group CS Stock Holding History

WhitTier Trust Company’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
2018 Q2	–	Sell	-268	Closed	-$4K	–	1012
2018 Q1	$4K	Hold	268	–	–	﹤0.01%	937
2017 Q4	$5K	Hold	268	–	–	﹤0.01%	886
2017 Q3	$4K	Hold	268	–	–	﹤0.01%	908
2017 Q2	$4K	Hold	268	–	–	﹤0.01%	858
2017 Q1	$4K	Hold	268	–	–	﹤0.01%	879
2016 Q4	$4K	Hold	268	–	–	﹤0.01%	897
2016 Q3	$4K	Sell	268 -259	-49%	-$3.13K	﹤0.01%	841
2016 Q2	$6K	Hold	527	–	–	﹤0.01%	822
2016 Q1	$7K	Hold	527	–	–	﹤0.01%	813
2015 Q4	$11K	Hold	527	–	–	﹤0.01%	759
2015 Q3	$13K	Hold	527	–	–	﹤0.01%	749
2015 Q2	$15K	Hold	527	–	–	﹤0.01%	754
2015 Q1	$14K	Hold	527	–	–	﹤0.01%	764
2014 Q4	$13K	Hold	527	–	–	﹤0.01%	770
2014 Q3	$15K	Hold	527	–	–	﹤0.01%	747
2014 Q2	$15K	Hold	527	–	–	﹤0.01%	756
2014 Q1	$17K	Hold	527	–	–	﹤0.01%	766
2013 Q4	$16K	Hold	527	–	–	﹤0.01%	726
2013 Q3	$16K	Hold	527	–	–	﹤0.01%	712
2013 Q2	$14K	Buy	+527	New	+$14.8K	﹤0.01%	715

Other funds holding CS

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

PPA

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

WhitTier Trust Company's CS Position: Q2 2018 in Review

WhitTier Trust Company sold out of Credit Suisse Group (CS) in Q2 2018, closing a stake of 268 shares — an estimated $4K sold.

WhitTier Trust Company first reported a position in CS in Q2 2013 and held it in 20 quarters. The position peaked at $17K in Q1 2014. 241 funds tracked by Wall St. Rank hold CS as of Q2 2018.

WhitTier Trust Company reported no remaining Credit Suisse Group position as of Q2 2018 after selling out during the quarter.
WhitTier Trust Company sold 268 Credit Suisse Group shares in Q2 2018, an estimated $4K.
WhitTier Trust Company first reported a position in Credit Suisse Group in Q2 2013 and held it in 20 quarters.
WhitTier Trust Company's Credit Suisse Group position peaked at $17K in Q1 2014.
241 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2018.

Based on WhitTier Trust Company's 13F filing for Q2 2018, filed 20 Jul 2018.