Cypress Wealth Advisors’s Banco de Chile BCH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-10,768	Closed	-$247K	–	98
2017 Q1	$247K	Hold	10,768	–	–	0.11%	166
2016 Q4	$241K	Hold	10,768	–	–	0.11%	164
2016 Q3	$230K	Sell	10,768 -3	-0%	-$64	0.1%	167
2016 Q2	$215K	Hold	10,771	–	–	0.11%	164
2016 Q1	$216K	Buy	+10,771	New	+$206K	0.1%	172

Other funds holding BCH

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TGA

Trilogy Global Advisors Winter Park, Florida $712K AUM 8.54% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of Banco de Chile (BCH) in Q2 2017, closing a stake of 10,768 shares — an estimated $247K sold.

Cypress Wealth Advisors first reported a position in BCH in Q1 2016 and held it in 5 quarters. The position peaked at $247K in Q1 2017. 75 funds tracked by Wall St. Rank hold BCH as of Q2 2017.

Cypress Wealth Advisors reported no remaining Banco de Chile position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 10,768 Banco de Chile shares in Q2 2017, an estimated $247K.
Cypress Wealth Advisors first reported a position in Banco de Chile in Q1 2016 and held it in 5 quarters.
Cypress Wealth Advisors's Banco de Chile position peaked at $247K in Q1 2017.
75 funds tracked by Wall St. Rank held Banco de Chile as of Q2 2017.

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