WSTAM
CS

Wilbanks Smith & Thomas Asset Management’s Credit Suisse Group CS Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q4 		– Sell
-1,243
Closed -$19K – 1399
2018
Q3 		$19K Buy
+1,243
New +$19K ﹤0.01% 905

Other funds holding CS

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's CS Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Credit Suisse Group (CS) in Q4 2018, closing a stake of 1,243 shares — an estimated $19K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in CS in Q3 2018 and held it in 1 quarter. The position peaked at $19K in Q3 2018. 233 funds tracked by Wall St. Rank hold CS as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Credit Suisse Group position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 1,243 Credit Suisse Group shares in Q4 2018, an estimated $19K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Credit Suisse Group in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Credit Suisse Group position peaked at $19K in Q3 2018.
  • 233 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.