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Cypress Wealth Advisors’s BP BP Stock Holding History

Cypress Wealth Advisors’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-8,017
Closed -$241K – 102
2017
Q1 		$241K Buy
8,017
+846
+12% +$25.7K 0.11% 169
2016
Q4 		$230K Buy
7,171
+217
+3% +$6.53K 0.11% 170
2016
Q3 		$206K Buy
+6,954
New +$202K 0.09% 186

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of BP (BP) in Q2 2017, closing a stake of 8,017 shares — an estimated $241K sold.

Cypress Wealth Advisors first reported a position in BP in Q3 2016 and held it in 3 quarters. The position peaked at $241K in Q1 2017. 874 funds tracked by Wall St. Rank hold BP as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining BP position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 8,017 BP shares in Q2 2017, an estimated $241K.
  • Cypress Wealth Advisors first reported a position in BP in Q3 2016 and held it in 3 quarters.
  • Cypress Wealth Advisors's BP position peaked at $241K in Q1 2017.
  • 874 funds tracked by Wall St. Rank held BP as of Q2 2017.

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