CWA
CMD

Cypress Wealth Advisors’s Cantel Medical Corporation CMD Stock Holding History

Cypress Wealth Advisors’s Portfolio CMD Stock Details CMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,949
Closed -$236K – 192
2017
Q1 		$236K Sell
2,949
-120
-4% -$9.54K 0.11% 176
2016
Q4 		$242K Buy
3,069
+22
+0.7% +$1.71K 0.11% 163
2016
Q3 		$238K Buy
3,047
+98
+3% +$7.11K 0.11% 161
2016
Q2 		$203K Hold
2,949
– – 0.1% 173
2016
Q1 		$210K Buy
+2,949
New +$185K 0.1% 176

Other funds holding CMD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Diker Management New York $112M AUM 59.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of Cantel Medical Corporation (CMD) in Q2 2017, closing a stake of 2,949 shares — an estimated $236K sold.

Cypress Wealth Advisors first reported a position in CMD in Q1 2016 and held it in 5 quarters. The position peaked at $242K in Q4 2016. 214 funds tracked by Wall St. Rank hold CMD as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Cantel Medical Corporation position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 2,949 Cantel Medical Corporation shares in Q2 2017, an estimated $236K.
  • Cypress Wealth Advisors first reported a position in Cantel Medical Corporation in Q1 2016 and held it in 5 quarters.
  • Cypress Wealth Advisors's Cantel Medical Corporation position peaked at $242K in Q4 2016.
  • 214 funds tracked by Wall St. Rank held Cantel Medical Corporation as of Q2 2017.

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