Cypress Wealth Advisors’s Everest Group EG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-888	Closed	-$208K	–	118
2017 Q1	$208K	Buy	+888	New	+$203K	0.09%	198

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of Everest Group (EG) in Q2 2017, closing a stake of 888 shares — an estimated $208K sold.

Cypress Wealth Advisors first reported a position in EG in Q1 2017 and held it in 1 quarter. The position peaked at $208K in Q1 2017. 437 funds tracked by Wall St. Rank hold EG as of Q2 2017.

Cypress Wealth Advisors reported no remaining Everest Group position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 888 Everest Group shares in Q2 2017, an estimated $208K.
Cypress Wealth Advisors first reported a position in Everest Group in Q1 2017 and held it in 1 quarter.
Cypress Wealth Advisors's Everest Group position peaked at $208K in Q1 2017.
437 funds tracked by Wall St. Rank held Everest Group as of Q2 2017.

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