Cypress Wealth Advisors LLC quarter change: USA Everything Else, New
In partnership units, exchange-traded notes and anything else (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Cypress Wealth Advisors LLC opened 1 positions, added to 2, reduced 2, sold out of 0 and left 1 unchanged. The largest increase in value was WESTERN GAS EQUITY PARTNERS (+$297,000); the largest decrease was ANTERO MIDSTREAM PARTNERS LP (-$217,000).
- AEGON N V: Country of operation —; Class NY REGISTRY SH; Shares 2016-06-30 0; Shares 2016-09-30 28,425.
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.
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