Cypress Wealth Advisors’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-14,758	Closed	-$644K	–	196
2016 Q1	$644K	Hold	14,758	–	–	0.29%	70
2015 Q4	$665K	Hold	14,758	–	–	0.34%	65
2015 Q3	$667K	Hold	14,758	–	–	0.36%	61
2015 Q2	$708K	Buy	+14,758	New	+$720K	0.41%	60

Other funds holding EMHY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cypress Wealth Advisors's EMHY Position: Q2 2016 in Review

Cypress Wealth Advisors sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q2 2016, closing a stake of 14,758 shares — an estimated $644K sold.

Cypress Wealth Advisors first reported a position in EMHY in Q2 2015 and held it in 4 quarters. The position peaked at $708K in Q2 2015. 33 funds tracked by Wall St. Rank hold EMHY as of Q2 2016.

Cypress Wealth Advisors reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q2 2016 after selling out during the quarter.
Cypress Wealth Advisors sold 14,758 iShares JPMorgan EM High Yield Bond ETF shares in Q2 2016, an estimated $644K.
Cypress Wealth Advisors first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q2 2015 and held it in 4 quarters.
Cypress Wealth Advisors's iShares JPMorgan EM High Yield Bond ETF position peaked at $708K in Q2 2015.
33 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q2 2016.

Based on Cypress Wealth Advisors's 13F filing for Q2 2016, filed 16 Aug 2016.