CWA
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Cypress Wealth Advisors’s ASE Group ASX Stock Holding History

Cypress Wealth Advisors’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-10,570
Closed -$51K – 78
2018
Q3 		$51K Buy
+10,570
New +$50K 0.05% 82

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SCCM
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Cypress Wealth Advisors's ASX Position: Q4 2018 in Review

Cypress Wealth Advisors sold out of ASE Group (ASX) in Q4 2018, closing a stake of 10,570 shares — an estimated $51K sold.

Cypress Wealth Advisors first reported a position in ASX in Q3 2018 and held it in 1 quarter. The position peaked at $51K in Q3 2018. 123 funds tracked by Wall St. Rank hold ASX as of Q4 2018.

  • Cypress Wealth Advisors reported no remaining ASE Group position as of Q4 2018 after selling out during the quarter.
  • Cypress Wealth Advisors sold 10,570 ASE Group shares in Q4 2018, an estimated $51K.
  • Cypress Wealth Advisors first reported a position in ASE Group in Q3 2018 and held it in 1 quarter.
  • Cypress Wealth Advisors's ASE Group position peaked at $51K in Q3 2018.
  • 123 funds tracked by Wall St. Rank held ASE Group as of Q4 2018.

Based on Cypress Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.