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CCMW
Cypress Capital Management (Wyoming)’s
LPL Financial
LPLA
Stock Holding History
Cypress Capital Management (Wyoming)’s Portfolio
LPLA Stock Details
LPLA Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q3
–
Sell
-9,720
Closed
-$793K
–
233
2019
Q2
$793K
Sell
9,720
-800
-8%
-$63.3K
0.95%
36
2019
Q1
$733K
Sell
10,520
-215
-2%
-$15.5K
0.98%
33
2018
Q4
$656K
Sell
10,735
-605
-5%
-$36.9K
1.26%
22
2018
Q3
$732K
Buy
11,340
+435
+4%
+$28.8K
0.74%
40
2018
Q2
$715K
Buy
10,905
+725
+7%
+$47.6K
0.75%
38
2018
Q1
$622K
Buy
10,180
+215
+2%
+$13.3K
0.71%
35
2017
Q4
$569K
Buy
9,965
+635
+7%
+$33.4K
0.64%
38
2017
Q3
$481K
Buy
+9,330
New
+$429K
0.57%
42
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1-Year Est. Return
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1-Year Est. Return
American Century Companies
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$194B AUM
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1-Year Est. Return
SCA
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$4.86B AUM
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1-Year Est. Return
Bank of New York Mellon
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$544B AUM
28.31%
1-Year Est. Return
FCIM
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Greenbrae, California
$1.84B AUM
13.39%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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