Cypress Wealth Advisors LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Cypress Wealth Advisors LLC opened 11 positions, added to 66, reduced 9, sold out of 3 and left 16 unchanged. The largest increase in value was WMB (+$1,427,000); the largest decrease was BMY (-$687,000).
- UNP: Country of operation United States; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 8,474.
- XYZ: Country of operation United States; Class CL A; Shares 2016-06-30 0; Shares 2016-09-30 62,997.
- COR: Country of operation United States; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 3,120.
- GLD: Country of operation United States; Class GOLD SHS; Shares 2016-06-30 0; Shares 2016-09-30 1,998.
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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||