Yorktown Management & Research Company’s Credit Suisse Group CS Stock Holding History

Yorktown Management & Research 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 Q4	–	Sell	-20,000	Closed	-$299K	–	358
2018 Q3	$299K	Hold	20,000	–	–	0.09%	286
2018 Q2	$298K	Hold	20,000	–	–	0.09%	271
2018 Q1	$336K	Hold	20,000	–	–	0.1%	217
2017 Q4	$357K	Hold	20,000	–	–	0.1%	208
2017 Q3	$316K	Buy	+20,000	New	+$304K	0.08%	223
2014 Q2	–	Sell	-6,453	Closed	-$209K	–	513
2014 Q1	$209K	Hold	6,453	–	–	0.04%	414
2013 Q4	$200K	Buy	+6,453	New	+$196K	0.04%	392

Other funds holding CS

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

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 Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Yorktown Management & Research Company's CS Position: Q4 2018 in Review

Yorktown Management & Research Company sold out of Credit Suisse Group (CS) in Q4 2018, closing a stake of 20,000 shares — an estimated $299K sold.

Yorktown Management & Research Company first reported a position in CS in Q4 2013 and held it in 7 quarters. The position peaked at $357K in Q4 2017. 233 funds tracked by Wall St. Rank hold CS as of Q4 2018.

Yorktown Management & Research Company reported no remaining Credit Suisse Group position as of Q4 2018 after selling out during the quarter.
Yorktown Management & Research Company sold 20,000 Credit Suisse Group shares in Q4 2018, an estimated $299K.
Yorktown Management & Research Company first reported a position in Credit Suisse Group in Q4 2013 and held it in 7 quarters.
Yorktown Management & Research Company's Credit Suisse Group position peaked at $357K in Q4 2017.
233 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2018.

Based on Yorktown Management & Research Company's 13F filing for Q4 2018, filed 8 Feb 2019.