Cypress Wealth Advisors’s Accenture ACN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-5,207	Closed	-$624K	–	84
2017 Q1	$624K	Sell	5,207 -75	-1%	-$8.96K	0.28%	79
2016 Q4	$619K	Buy	5,282 +77	+1%	+$9.14K	0.28%	77
2016 Q3	$636K	Buy	5,205 +114	+2%	+$13K	0.29%	78
2016 Q2	$577K	Sell	5,091 -218	-4%	-$25.3K	0.29%	79
2016 Q1	$613K	Buy	5,309 +238	+5%	+$24.4K	0.28%	78
2015 Q4	$530K	Buy	5,071 +120	+2%	+$12.7K	0.27%	86
2015 Q3	$486K	Buy	4,951 +231	+5%	+$22.9K	0.26%	88
2015 Q2	$457K	Buy	+4,720	New	+$451K	0.27%	93

Other funds holding ACN

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Cypress Wealth Advisors's ACN Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Accenture (ACN) in Q2 2017, closing a stake of 5,207 shares — an estimated $624K sold.

Cypress Wealth Advisors first reported a position in ACN in Q2 2015 and held it in 8 quarters. The position peaked at $636K in Q3 2016. 1,080 funds tracked by Wall St. Rank hold ACN as of Q2 2017.

Cypress Wealth Advisors reported no remaining Accenture position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 5,207 Accenture shares in Q2 2017, an estimated $624K.
Cypress Wealth Advisors first reported a position in Accenture in Q2 2015 and held it in 8 quarters.
Cypress Wealth Advisors's Accenture position peaked at $636K in Q3 2016.
1,080 funds tracked by Wall St. Rank held Accenture as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.