CWA
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Cypress Wealth Advisors’s Danaher DHR Stock Holding History

Cypress Wealth Advisors’s Portfolio DHR Stock Details DHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-5,461
Closed -$414K – 113
2017
Q1 		$414K Sell
5,461
-37
-0.7% -$2.75K 0.19% 112
2016
Q4 		$379K Buy
5,498
+148
+3% +$10.3K 0.17% 116
2016
Q3 		$372K Sell
5,350
-1,519
-22% -$108K 0.17% 120
2016
Q2 		$466K Buy
6,869
+55
+0.8% +$3.6K 0.23% 98
2016
Q1 		$434K Sell
6,814
-17
-0.2% -$1.01K 0.2% 107
2015
Q4 		$426K Buy
6,831
+33
+0.5% +$2.07K 0.22% 102
2015
Q3 		$389K Buy
6,798
+949
+16% +$56.1K 0.21% 106
2015
Q2 		$336K Buy
+5,849
New +$335K 0.2% 107

Other funds holding DHR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of Danaher (DHR) in Q2 2017, closing a stake of 5,461 shares — an estimated $414K sold.

Cypress Wealth Advisors first reported a position in DHR in Q2 2015 and held it in 8 quarters. The position peaked at $466K in Q2 2016. 1,128 funds tracked by Wall St. Rank hold DHR as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Danaher position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 5,461 Danaher shares in Q2 2017, an estimated $414K.
  • Cypress Wealth Advisors first reported a position in Danaher in Q2 2015 and held it in 8 quarters.
  • Cypress Wealth Advisors's Danaher position peaked at $466K in Q2 2016.
  • 1,128 funds tracked by Wall St. Rank held Danaher as of Q2 2017.

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