Cypress Wealth Advisors’s Cisco CSCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$738K	Sell	13,667 -531	-4%	-$25.8K	0.84%	40
2018 Q4	$615K	Hold	14,198	–	–	0.84%	38
2018 Q3	$691K	Sell	14,198 -358	-2%	-$16.1K	0.73%	43
2018 Q2	$626K	Buy	14,556 +358	+3%	+$15.6K	0.68%	46
2018 Q1	$609K	Hold	14,198	–	–	0.66%	50
2017 Q4	$544K	Sell	14,198 -4,110	-22%	-$147K	0.52%	55
2017 Q3	$616K	Sell	18,308 -6,292	-26%	-$200K	1%	28
2017 Q2	$770K	Sell	24,600 -23,350	-49%	-$761K	0.9%	31
2017 Q1	$1.62M	Buy	47,950 +273	+0.6%	+$8.85K	0.74%	32
2016 Q4	$1.44M	Buy	47,677 +364	+0.8%	+$11.1K	0.66%	37
2016 Q3	$1.5M	Buy	47,313 +1,238	+3%	+$38.1K	0.68%	35
2016 Q2	$1.32M	Buy	46,075 +145	+0.3%	+$4.07K	0.65%	38
2016 Q1	$1.31M	Buy	45,930 +1,518	+3%	+$39.1K	0.6%	39
2015 Q4	$1.21M	Hold	44,412	–	–	0.61%	36
2015 Q3	$1.17M	Buy	44,412 +4,319	+11%	+$117K	0.63%	36
2015 Q2	$1.1M	Buy	+40,093	New	+$1.15M	0.64%	45

Other funds holding CSCO

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Cypress Wealth Advisors reduced its Cisco (CSCO) stake by 3.7% in Q1 2019, selling an estimated $25.8K and leaving 13,667 shares worth $738K. The position accounts for 0.84% of the portfolio, ranked #40.

Cypress Wealth Advisors first reported a position in CSCO in Q2 2015 and has held it in 16 quarters since. The position peaked at $1.62M in Q1 2017. 2,378 funds tracked by Wall St. Rank hold CSCO as of Q1 2019.

Cypress Wealth Advisors held 13,667 shares of Cisco worth $738K as of Q1 2019.
Cypress Wealth Advisors sold 531 Cisco shares in Q1 2019, an estimated $25.8K.
Cisco made up 0.84% of Cypress Wealth Advisors's portfolio in Q1 2019, its #40 holding.
Cypress Wealth Advisors first reported a position in Cisco in Q2 2015 and has held it in 16 quarters since.
Cypress Wealth Advisors's Cisco position peaked at $1.62M in Q1 2017.
2,378 funds tracked by Wall St. Rank held Cisco as of Q1 2019.

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