Cypress Capital’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Cypress Capital’s Portfolio VGLT Stock Details VGLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$6.7M	Buy	80,397 +4,650	+6%	+$397K	2.82%	9
2019 Q3	$6.65M	Sell	75,747 -27,426	-27%	-$2.34M	3.05%	9
2019 Q2	$8.43M	Sell	103,173 -42,593	-29%	-$3.33M	3.81%	8
2019 Q1	$11.3M	Buy	145,766 +5,043	+4%	+$377K	4.72%	7
2018 Q4	$10.5M	Buy	+140,723	New	+$10M	4.83%	6

Other funds holding VGLT

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Cypress Capital's VGLT Position: Q4 2019 in Review

Cypress Capital increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 6.1% in Q4 2019, buying an estimated $397K and bringing the position to 80,397 shares worth $6.7M. The position accounts for 2.82% of the portfolio, ranked #9.

Cypress Capital first reported a position in VGLT in Q4 2018 and has held it in 5 quarters since. The position peaked at $11.3M in Q1 2019. 100 funds tracked by Wall St. Rank hold VGLT as of Q4 2019.

Cypress Capital held 80,397 shares of Vanguard Long-Term Treasury ETF worth $6.7M as of Q4 2019.
Cypress Capital bought 4,650 Vanguard Long-Term Treasury ETF shares in Q4 2019, an estimated $397K.
Vanguard Long-Term Treasury ETF made up 2.82% of Cypress Capital's portfolio in Q4 2019, its #9 holding.
Cypress Capital first reported a position in Vanguard Long-Term Treasury ETF in Q4 2018 and has held it in 5 quarters since.
Cypress Capital's Vanguard Long-Term Treasury ETF position peaked at $11.3M in Q1 2019.
100 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2019.

Based on Cypress Capital's 13F filing for Q4 2019, filed 10 Feb 2020.