Wright Investors Service’s Credit Suisse Group CS Stock Holding History

Wright Investors Service’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
2017 Q2	–	Sell	-23,825	Closed	-$354K	–	247
2017 Q1	$354K	Buy	23,825 +1,005	+4%	+$15.3K	0.14%	182
2016 Q4	$327K	Sell	22,820 -25,320	-53%	-$355K	0.14%	185
2016 Q3	$633K	Buy	+48,140	New	+$583K	0.26%	117
2016 Q1	–	Sell	-50,015	Closed	-$1.08M	–	254
2015 Q4	$1.08M	Sell	50,015 -230	-0.5%	-$5.37K	0.4%	87
2015 Q3	$1.21M	Buy	+50,245	New	+$1.38M	0.55%	59
2014 Q3	–	Sell	-110,079	Closed	-$3.12M	–	225
2014 Q2	$3.12M	Sell	110,079 -2,355	-2%	-$72.1K	1.41%	14
2014 Q1	$3.64M	Sell	112,434 -6,545	-6%	-$205K	1.64%	12
2013 Q4	$3.69M	Buy	118,979 +70,762	+147%	+$2.15M	1.63%	14
2013 Q3	$1.47M	Sell	48,217 -1,145	-2%	-$34.1K	0.67%	43
2013 Q2	$1.31M	Buy	+49,362	New	+$1.39M	0.62%	44

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

Wright Investors Service's CS Position: Q2 2017 in Review

Wright Investors Service sold out of Credit Suisse Group (CS) in Q2 2017, closing a stake of 23,825 shares — an estimated $354K sold.

Wright Investors Service first reported a position in CS in Q2 2013 and held it in 10 quarters. The position peaked at $3.69M in Q4 2013. 200 funds tracked by Wall St. Rank hold CS as of Q2 2017.

Wright Investors Service reported no remaining Credit Suisse Group position as of Q2 2017 after selling out during the quarter.
Wright Investors Service sold 23,825 Credit Suisse Group shares in Q2 2017, an estimated $354K.
Wright Investors Service first reported a position in Credit Suisse Group in Q2 2013 and held it in 10 quarters.
Wright Investors Service's Credit Suisse Group position peaked at $3.69M in Q4 2013.
200 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2017.

Based on Wright Investors Service's 13F filing for Q2 2017, filed 21 Jul 2017.