WPW
CS

Winthrop Partners - WNY’s Credit Suisse Group CS Stock Holding History

Winthrop Partners - WNY’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
-15,000
Closed -$224K – 262
2018
Q3 		$224K Hold
15,000
– – 0.18% 99
2018
Q2 		$223K Hold
15,000
– – 0.19% 99
2018
Q1 		$244K Hold
15,000
– – 0.19% 107
2017
Q4 		$273K Buy
+15,000
New +$248K 0.22% 102

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Bank of America
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BIP
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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

Winthrop Partners - WNY's CS Position: Q4 2018 in Review

Winthrop Partners - WNY sold out of Credit Suisse Group (CS) in Q4 2018, closing a stake of 15,000 shares — an estimated $224K sold.

Winthrop Partners - WNY first reported a position in CS in Q4 2017 and held it in 4 quarters. The position peaked at $273K in Q4 2017. 233 funds tracked by Wall St. Rank hold CS as of Q4 2018.

  • Winthrop Partners - WNY reported no remaining Credit Suisse Group position as of Q4 2018 after selling out during the quarter.
  • Winthrop Partners - WNY sold 15,000 Credit Suisse Group shares in Q4 2018, an estimated $224K.
  • Winthrop Partners - WNY first reported a position in Credit Suisse Group in Q4 2017 and held it in 4 quarters.
  • Winthrop Partners - WNY's Credit Suisse Group position peaked at $273K in Q4 2017.
  • 233 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2018.

Based on Winthrop Partners - WNY's 13F filing for Q4 2018, filed 22 Jan 2019.