CWA
ERIC icon

Cypress Wealth Advisors’s Ericsson ERIC Stock Holding History

Cypress Wealth Advisors’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-11,525
Closed -$77K – 119
2017
Q1 		$77K Buy
+11,525
New +$71.1K 0.04% 214
2016
Q4 		– Sell
-32,357
Closed -$233K – 214
2016
Q3 		$233K Buy
+32,357
New +$235K 0.11% 164
2016
Q2 		– Sell
-13,056
Closed -$131K – 197
2016
Q1 		$131K Buy
13,056
+17
+0.1% +$157 0.06% 190
2015
Q4 		$125K Buy
+13,039
New +$127K 0.06% 175

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of Ericsson (ERIC) in Q2 2017, closing a stake of 11,525 shares — an estimated $77K sold.

Cypress Wealth Advisors first reported a position in ERIC in Q4 2015 and held it in 4 quarters. The position peaked at $233K in Q3 2016. 204 funds tracked by Wall St. Rank hold ERIC as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Ericsson position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 11,525 Ericsson shares in Q2 2017, an estimated $77K.
  • Cypress Wealth Advisors first reported a position in Ericsson in Q4 2015 and held it in 4 quarters.
  • Cypress Wealth Advisors's Ericsson position peaked at $233K in Q3 2016.
  • 204 funds tracked by Wall St. Rank held Ericsson as of Q2 2017.

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