Cypress Wealth Advisors LLC historic quarter change: USA Everything Else, New
In partnership units, exchange-traded notes and anything else (listed in the US), over 5 quarters from 2015-06-30 to 2016-09-30, Cypress Wealth Advisors LLC opened 5 positions, added to 11, reduced 5 and sold out of 0.
- Q3 2016: Stock AEGON N V; Country of operation —; Class NY REGISTRY SH; Shares before 0.
- Q4 2015: Stock ARCELORMITTAL SA LUXEMBOURG; Country of operation —; Class NY REGISTRY SH; Shares before 0.
- Q3 2015: Stock WESTERN GAS EQUITY PARTNERS; Country of operation —; Class COMUNT LTD PT; Shares before 0.
- Q3 2015: Stock BUCKEYE PARTNERS L P; Country of operation —; Class UNT LTD PARTN; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1461564), 5 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-15); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-16); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-12); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2015-06-30.
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