Winfield Associates’s Credit Suisse Group CS Stock Holding History

Winfield Associates’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 Q1	–	Sell	-790	Closed	-$15K	–	706
2017 Q4	$15K	Hold	790	–	–	0.01%	370
2017 Q3	$12K	Hold	790	–	–	0.01%	398
2017 Q2	$12K	Sell	790 -25	-3%	-$361	0.01%	391
2017 Q1	$12K	Hold	815	–	–	0.01%	370
2016 Q4	$12K	Buy	815 +240	+42%	+$3.36K	0.01%	347
2016 Q3	$8K	Hold	575	–	–	0.01%	363
2016 Q2	$6K	Buy	575 +105	+22%	+$1.43K	﹤0.01%	384
2016 Q1	$7K	Buy	+470	New	+$7.47K	﹤0.01%	361

Other funds holding CS

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 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

Winfield Associates's CS Position: Q1 2018 in Review

Winfield Associates sold out of Credit Suisse Group (CS) in Q1 2018, closing a stake of 790 shares — an estimated $15K sold.

Winfield Associates first reported a position in CS in Q1 2016 and held it in 8 quarters. The position peaked at $15K in Q4 2017. 246 funds tracked by Wall St. Rank hold CS as of Q1 2018.

Winfield Associates reported no remaining Credit Suisse Group position as of Q1 2018 after selling out during the quarter.
Winfield Associates sold 790 Credit Suisse Group shares in Q1 2018, an estimated $15K.
Winfield Associates first reported a position in Credit Suisse Group in Q1 2016 and held it in 8 quarters.
Winfield Associates's Credit Suisse Group position peaked at $15K in Q4 2017.
246 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.