Cypress Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-5,007	Closed	-$217K	–	85
2018 Q2	$217K	Sell	5,007 -1,295	-21%	-$59.9K	0.23%	74
2018 Q1	$304K	Hold	6,302	–	–	0.33%	67
2017 Q4	$297K	Buy	6,302 +1,574	+33%	+$72.8K	0.28%	69
2017 Q3	$212K	Buy	+4,728	New	+$208K	0.34%	57
2017 Q2	–	Sell	-305,832	Closed	-$12M	–	117
2017 Q1	$12M	Buy	305,832 +845	+0.3%	+$32.1K	5.5%	2
2016 Q4	$10.7M	Hold	304,987	–	–	4.88%	3
2016 Q3	$11.4M	Hold	304,987	–	–	5.15%	4
2016 Q2	$10.5M	Sell	304,987 -12,450	-4%	-$418K	5.18%	3
2016 Q1	$10.9M	Sell	317,437 -3,100	-1%	-$96K	4.98%	3
2015 Q4	$10.3M	Buy	320,537 +302,087	+1,637%	+$10.4M	5.23%	3
2015 Q3	$605K	Sell	18,450 -98,964	-84%	-$3.5M	0.33%	66
2015 Q2	$4.65M	Buy	+117,414	New	+$4.91M	2.72%	5

Other funds holding EEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Cypress Wealth Advisors's EEM Position: Q3 2018 in Review

Cypress Wealth Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2018, closing a stake of 5,007 shares — an estimated $217K sold.

Cypress Wealth Advisors first reported a position in EEM in Q2 2015 and held it in 12 quarters. The position peaked at $12M in Q1 2017. 1,110 funds tracked by Wall St. Rank hold EEM as of Q3 2018.

Cypress Wealth Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2018 after selling out during the quarter.
Cypress Wealth Advisors sold 5,007 iShares MSCI Emerging Markets ETF shares in Q3 2018, an estimated $217K.
Cypress Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2015 and held it in 12 quarters.
Cypress Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $12M in Q1 2017.
1,110 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2018.

Based on Cypress Wealth Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.