Cypress Wealth Advisors’s Autodesk ADSK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-4,627	Closed	-$342K	–	218
2016 Q4	$342K	Buy	4,627 +24	+0.5%	+$1.77K	0.16%	120
2016 Q3	$333K	Buy	4,603 +48	+1%	+$3.02K	0.15%	128
2016 Q2	$247K	Hold	4,555	–	–	0.12%	151
2016 Q1	$266K	Hold	4,555	–	–	0.12%	146
2015 Q4	$278K	Hold	4,555	–	–	0.14%	134
2015 Q3	$201K	Buy	4,555 +555	+14%	+$27.9K	0.11%	171
2015 Q2	$200K	Buy	+4,000	New	+$229K	0.12%	144

Other funds holding ADSK

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BRC

Blue Ridge Capital New York $215M AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cypress Wealth Advisors's ADSK Position: Q1 2017 in Review

Cypress Wealth Advisors sold out of Autodesk (ADSK) in Q1 2017, closing a stake of 4,627 shares — an estimated $342K sold.

Cypress Wealth Advisors first reported a position in ADSK in Q2 2015 and held it in 7 quarters. The position peaked at $342K in Q4 2016. 494 funds tracked by Wall St. Rank hold ADSK as of Q1 2017.

Cypress Wealth Advisors reported no remaining Autodesk position as of Q1 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 4,627 Autodesk shares in Q1 2017, an estimated $342K.
Cypress Wealth Advisors first reported a position in Autodesk in Q2 2015 and held it in 7 quarters.
Cypress Wealth Advisors's Autodesk position peaked at $342K in Q4 2016.
494 funds tracked by Wall St. Rank held Autodesk as of Q1 2017.

Based on Cypress Wealth Advisors's 13F filing for Q1 2017, filed 16 May 2017.