Cypress Wealth Advisors LLC Last Quarter Change: USA ETF, Added

Cypress Wealth Advisors LLC quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Cypress Wealth Advisors LLC opened 0 positions, added to 11, reduced 7, sold out of 1 and left 11 unchanged. The largest increase in value was TOTL (+$3,193,000); the largest decrease was VIG (-$676,000).

TOTL: Country of operation —; Class SPDR TR TACTIC; Shares 2016-06-30 179,198; Shares 2016-09-30 241,856.
VNQ: Country of operation —; Class REIT ETF; Shares 2016-06-30 49,686; Shares 2016-09-30 63,311.
IWM: Country of operation —; Class RUSSELL 2000 ETF; Shares 2016-06-30 15,722; Shares 2016-09-30 17,368.
EFAV: Country of operation —; Class EAFE MIN VOL ETF; Shares 2016-06-30 14,799; Shares 2016-09-30 19,409.

Two Form 13F-HR filings compared (SEC CIK 1461564): 2016-06-30 (filed 2016-08-16) and 2016-09-30 (filed 2016-11-15). 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; share change is the position change.

Stock	Class	Shares 2016-06-30	Shares 2016-09-30	Share change	Value 2016-06-30	Value 2016-09-30	Value change
TOTL SSGA ACTIVE ETF TR	SPDR TR TACTIC	179,198	241,856	+62,658	$8,946,000	$12,139,000	+$3,193,000
VNQ VANGUARD INDEX FDS	REIT ETF	49,686	63,311	+13,625	$4,406,000	$5,492,000	+$1,086,000
IWM ISHARES TR	RUSSELL 2000 ETF	15,722	17,368	+1,646	$1,808,000	$2,157,000	+$349,000
EFAV ISHARES TR	EAFE MIN VOL ETF	14,799	19,409	+4,610	$983,000	$1,313,000	+$330,000
VGT VANGUARD WORLD FDS	INF TECH ETF	21,694	22,011	+317	$2,323,000	$2,649,000	+$326,000
IEFA ISHARES TR	CORE MSCI EAFE	34,213	36,096	+1,883	$1,775,000	$1,990,000	+$215,000
IJR ISHARES TR	CORE S&P SCP ETF	4,856	6,121	+1,265	$564,000	$760,000	+$196,000
IVV ISHARES TR	CORE S&P500 ETF	12,995	13,455	+460	$2,735,000	$2,927,000	+$192,000
IGSB ISHARES	1-3 YR CR BD ETF	114,612	116,650	+2,038	$12,159,000	$12,337,000	+$178,000
VGI VIRTUS GLOBAL MULTI-SEC INC	COM	54,050	72,293	+18,243	$522,000	$695,000	+$173,000
USMV ISHARES TR	USA MIN VOL ETF	87,029	91,523	+4,494	$4,022,000	$4,158,000	+$136,000

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