Cypress Wealth Advisors’s Chunghwa Telecom CHT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-5,210	Closed	-$202K	–	82
2018 Q1	$202K	Buy	+5,210	New	+$193K	0.22%	77
2017 Q2	–	Sell	-17,695	Closed	-$601K	–	107
2017 Q1	$601K	Sell	17,695 -1,168	-6%	-$38.3K	0.27%	84
2016 Q4	$595K	Buy	18,863 +842	+5%	+$28.3K	0.27%	79
2016 Q3	$631K	Buy	18,021 +92	+0.5%	+$3.34K	0.28%	80
2016 Q2	$651K	Sell	17,929 -939	-5%	-$32.3K	0.32%	71
2016 Q1	$637K	Buy	18,868 +3,100	+20%	+$97.9K	0.29%	73
2015 Q4	$474K	Buy	15,768 +2,819	+22%	+$85.8K	0.24%	94
2015 Q3	$391K	Buy	+12,949	New	+$396K	0.21%	104

Other funds holding CHT

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Cypress Wealth Advisors's CHT Position: Q2 2018 in Review

Cypress Wealth Advisors sold out of Chunghwa Telecom (CHT) in Q2 2018, closing a stake of 5,210 shares — an estimated $202K sold.

Cypress Wealth Advisors first reported a position in CHT in Q3 2015 and held it in 8 quarters. The position peaked at $651K in Q2 2016. 113 funds tracked by Wall St. Rank hold CHT as of Q2 2018.

Cypress Wealth Advisors reported no remaining Chunghwa Telecom position as of Q2 2018 after selling out during the quarter.
Cypress Wealth Advisors sold 5,210 Chunghwa Telecom shares in Q2 2018, an estimated $202K.
Cypress Wealth Advisors first reported a position in Chunghwa Telecom in Q3 2015 and held it in 8 quarters.
Cypress Wealth Advisors's Chunghwa Telecom position peaked at $651K in Q2 2016.
113 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q2 2018.

Based on Cypress Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.