Cypress Wealth Advisors’s ConocoPhillips COP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-4,714	Closed	-$235K	–	110
2017 Q1	$235K	Sell	4,714 -250	-5%	-$12.1K	0.11%	177
2016 Q4	$249K	Buy	+4,964	New	+$229K	0.11%	160
2015 Q4	–	Sell	-5,154	Closed	-$247K	–	192
2015 Q3	$247K	Buy	+5,154	New	+$262K	0.13%	149

Other funds holding COP

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Cypress Wealth Advisors sold out of ConocoPhillips (COP) in Q2 2017, closing a stake of 4,714 shares — an estimated $235K sold.

Cypress Wealth Advisors first reported a position in COP in Q3 2015 and held it in 3 quarters. The position peaked at $249K in Q4 2016. 1,301 funds tracked by Wall St. Rank hold COP as of Q2 2017.

Cypress Wealth Advisors reported no remaining ConocoPhillips position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 4,714 ConocoPhillips shares in Q2 2017, an estimated $235K.
Cypress Wealth Advisors first reported a position in ConocoPhillips in Q3 2015 and held it in 3 quarters.
Cypress Wealth Advisors's ConocoPhillips position peaked at $249K in Q4 2016.
1,301 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2017.

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