Cypress Wealth Advisors LLC quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2016-06-30 to 2016-09-30, Cypress Wealth Advisors LLC opened 7 positions, added to 12, reduced 1, sold out of 3 and left 1 unchanged. The largest increase in value was HSBC (+$273,000); the largest decrease was CAJPY (-$289,000).
- TM: Country of operation —; Class SP ADR REP2COM; Shares 2016-06-30 2,430; Shares 2016-09-30 3,402.
- TSM: Country of operation —; Class SPONSORED ADR; Shares 2016-06-30 14,698; Shares 2016-09-30 16,003.
- SAN: Country of operation —; Class ADR; Shares 2016-06-30 37,571; Shares 2016-09-30 51,740.
- SMFG: Country of operation —; Class SPONSORED ADR; Shares 2016-06-30 13,925; Shares 2016-09-30 21,645.
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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