Cypress Wealth Advisors’s Canon, Inc. CAJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-10,105	Closed	-$289K	–	214
2016 Q2	$289K	Buy	+10,105	New	+$291K	0.14%	136
2016 Q1	–	Sell	-16,531	Closed	-$498K	–	215
2015 Q4	$498K	Buy	16,531 +496	+3%	+$15.1K	0.25%	90
2015 Q3	$465K	Buy	+16,035	New	+$500K	0.25%	94

Other funds holding CAJ

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Cypress Wealth Advisors's CAJ Position: Q3 2016 in Review

Cypress Wealth Advisors sold out of Canon, Inc. (CAJ) in Q3 2016, closing a stake of 10,105 shares — an estimated $289K sold.

Cypress Wealth Advisors first reported a position in CAJ in Q3 2015 and held it in 3 quarters. The position peaked at $498K in Q4 2015. 131 funds tracked by Wall St. Rank hold CAJ as of Q3 2016.

Cypress Wealth Advisors reported no remaining Canon, Inc. position as of Q3 2016 after selling out during the quarter.
Cypress Wealth Advisors sold 10,105 Canon, Inc. shares in Q3 2016, an estimated $289K.
Cypress Wealth Advisors first reported a position in Canon, Inc. in Q3 2015 and held it in 3 quarters.
Cypress Wealth Advisors's Canon, Inc. position peaked at $498K in Q4 2015.
131 funds tracked by Wall St. Rank held Canon, Inc. as of Q3 2016.

Based on Cypress Wealth Advisors's 13F filing for Q3 2016, filed 15 Nov 2016.