Cypress Wealth Advisors’s Comcast CMCSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$210K	Sell	5,246 -3,478	-40%	-$131K	0.24%	72
2018 Q4	$297K	Buy	8,724 +70	+0.8%	+$2.56K	0.41%	56
2018 Q3	$306K	Buy	8,654 +892	+11%	+$31.6K	0.32%	63
2018 Q2	$255K	Sell	7,762 -3,906	-33%	-$127K	0.28%	69
2018 Q1	$399K	Buy	11,668 +428	+4%	+$16.6K	0.43%	58
2017 Q4	$450K	Buy	11,240 +1,488	+15%	+$55.9K	0.43%	57
2017 Q3	$375K	Sell	9,752 -548	-5%	-$21.6K	0.61%	39
2017 Q2	$401K	Sell	10,300 -4,930	-32%	-$194K	0.47%	50
2017 Q1	$572K	Sell	15,230 -244	-2%	-$9.05K	0.26%	87
2016 Q4	$534K	Buy	15,474 +510	+3%	+$17K	0.24%	87
2016 Q3	$496K	Buy	14,964 +1,612	+12%	+$53.7K	0.22%	96
2016 Q2	$435K	Buy	13,352 +126	+1%	+$3.91K	0.21%	103
2016 Q1	$404K	Buy	13,226 +2,572	+24%	+$73.8K	0.18%	113
2015 Q4	$301K	Buy	10,654 +300	+3%	+$9.04K	0.15%	125
2015 Q3	$294K	Buy	10,354 +518	+5%	+$15.4K	0.16%	127
2015 Q2	$296K	Buy	+9,836	New	+$289K	0.17%	113

Other funds holding CMCSA

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cypress Wealth Advisors's CMCSA Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Comcast (CMCSA) stake by 40% in Q1 2019, selling an estimated $131K and leaving 5,246 shares worth $210K. The position accounts for 0.24% of the portfolio, ranked #72.

Cypress Wealth Advisors first reported a position in CMCSA in Q2 2015 and has held it in 16 quarters since. The position peaked at $572K in Q1 2017. 1,830 funds tracked by Wall St. Rank hold CMCSA as of Q1 2019.

Cypress Wealth Advisors held 5,246 shares of Comcast worth $210K as of Q1 2019.
Cypress Wealth Advisors sold 3,478 Comcast shares in Q1 2019, an estimated $131K.
Comcast made up 0.24% of Cypress Wealth Advisors's portfolio in Q1 2019, its #72 holding.
Cypress Wealth Advisors first reported a position in Comcast in Q2 2015 and has held it in 16 quarters since.
Cypress Wealth Advisors's Comcast position peaked at $572K in Q1 2017.
1,830 funds tracked by Wall St. Rank held Comcast as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.