Cypress Wealth Advisors’s Bank of America BAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-18,166	Closed	-$429K	–	96
2017 Q1	$429K	Buy	18,166 +1,160	+7%	+$27.5K	0.2%	110
2016 Q4	$376K	Buy	+17,006	New	+$328K	0.17%	117
2016 Q1	–	Sell	-10,913	Closed	-$184K	–	204
2015 Q4	$184K	Buy	10,913 +582	+6%	+$9.84K	0.09%	169
2015 Q3	$161K	Buy	+10,331	New	+$174K	0.09%	174

Other funds holding BAC

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of Bank of America (BAC) in Q2 2017, closing a stake of 18,166 shares — an estimated $429K sold.

Cypress Wealth Advisors first reported a position in BAC in Q3 2015 and held it in 4 quarters. The position peaked at $429K in Q1 2017. 1,761 funds tracked by Wall St. Rank hold BAC as of Q2 2017.

Cypress Wealth Advisors reported no remaining Bank of America position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 18,166 Bank of America shares in Q2 2017, an estimated $429K.
Cypress Wealth Advisors first reported a position in Bank of America in Q3 2015 and held it in 4 quarters.
Cypress Wealth Advisors's Bank of America position peaked at $429K in Q1 2017.
1,761 funds tracked by Wall St. Rank held Bank of America as of Q2 2017.

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