Cypress Wealth Advisors’s Abbott ABT Stock Holding History

Cypress Wealth Advisors’s Portfolio ABT Stock Details ABT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$327K	Sell	4,086 -219	-5%	-$16.3K	0.37%	59
2018 Q4	$311K	Hold	4,305	–	–	0.43%	53
2018 Q3	$316K	Hold	4,305	–	–	0.33%	62
2018 Q2	$263K	Sell	4,305 -808	-16%	-$49K	0.28%	67
2018 Q1	$306K	Hold	5,113	–	–	0.33%	65
2017 Q4	$292K	Buy	5,113 +422	+9%	+$23.4K	0.28%	70
2017 Q3	$250K	Sell	4,691 -31	-0.7%	-$1.55K	0.4%	51
2017 Q2	$230K	Sell	4,722 -674	-12%	-$30.5K	0.27%	69
2017 Q1	$240K	Buy	+5,396	New	+$233K	0.11%	170
2016 Q4	–	Sell	-4,733	Closed	-$200K	–	208
2016 Q3	$200K	Buy	+4,733	New	+$203K	0.09%	191

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cypress Wealth Advisors's ABT Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Abbott (ABT) stake by 5.1% in Q1 2019, selling an estimated $16.3K and leaving 4,086 shares worth $327K. The position accounts for 0.37% of the portfolio, ranked #59.

Cypress Wealth Advisors first reported a position in ABT in Q3 2016 and has held it in 10 quarters since. 2,002 funds tracked by Wall St. Rank hold ABT as of Q1 2019.

Cypress Wealth Advisors held 4,086 shares of Abbott worth $327K as of Q1 2019.
Cypress Wealth Advisors sold 219 Abbott shares in Q1 2019, an estimated $16.3K.
Abbott made up 0.37% of Cypress Wealth Advisors's portfolio in Q1 2019, its #59 holding.
Cypress Wealth Advisors first reported a position in Abbott in Q3 2016 and has held it in 10 quarters since.
2,002 funds tracked by Wall St. Rank held Abbott as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.