Cypress Wealth Advisors’s Boeing BA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-1,822	Closed	-$322K	–	95
2017 Q1	$322K	Buy	1,822 +103	+6%	+$17.5K	0.15%	135
2016 Q4	$268K	Buy	+1,719	New	+$251K	0.12%	152
2016 Q3	–	Sell	-1,566	Closed	-$203K	–	208
2016 Q2	$203K	Buy	+1,566	New	+$204K	0.1%	172
2016 Q1	–	Sell	-2,003	Closed	-$290K	–	203
2015 Q4	$290K	Buy	2,003 +40	+2%	+$5.76K	0.15%	130
2015 Q3	$257K	Buy	+1,963	New	+$272K	0.14%	145

Other funds holding BA

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of Boeing (BA) in Q2 2017, closing a stake of 1,822 shares — an estimated $322K sold.

Cypress Wealth Advisors first reported a position in BA in Q3 2015 and held it in 5 quarters. The position peaked at $322K in Q1 2017. 1,547 funds tracked by Wall St. Rank hold BA as of Q2 2017.

Cypress Wealth Advisors reported no remaining Boeing position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 1,822 Boeing shares in Q2 2017, an estimated $322K.
Cypress Wealth Advisors first reported a position in Boeing in Q3 2015 and held it in 5 quarters.
Cypress Wealth Advisors's Boeing position peaked at $322K in Q1 2017.
1,547 funds tracked by Wall St. Rank held Boeing as of Q2 2017.

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