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Cypress Wealth Advisors’s Adobe ADBE Stock Holding History

Cypress Wealth Advisors’s Portfolio ADBE Stock Details ADBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,287
Closed -$298K – 85
2017
Q1 		$298K Sell
2,287
-22
-1% -$2.58K 0.14% 148
2016
Q4 		$238K Buy
2,309
+61
+3% +$6.46K 0.11% 165
2016
Q3 		$244K Buy
2,248
+116
+5% +$11.6K 0.11% 157
2016
Q2 		$204K Sell
2,132
-332
-13% -$31.9K 0.1% 171
2016
Q1 		$231K Buy
+2,464
New +$214K 0.11% 162

Other funds holding ADBE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of Adobe (ADBE) in Q2 2017, closing a stake of 2,287 shares — an estimated $298K sold.

Cypress Wealth Advisors first reported a position in ADBE in Q1 2016 and held it in 5 quarters. The position peaked at $298K in Q1 2017. 1,032 funds tracked by Wall St. Rank hold ADBE as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Adobe position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 2,287 Adobe shares in Q2 2017, an estimated $298K.
  • Cypress Wealth Advisors first reported a position in Adobe in Q1 2016 and held it in 5 quarters.
  • Cypress Wealth Advisors's Adobe position peaked at $298K in Q1 2017.
  • 1,032 funds tracked by Wall St. Rank held Adobe as of Q2 2017.

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