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Cypress Wealth Advisors’s Fortinet FTNT Stock Holding History

Cypress Wealth Advisors’s Portfolio FTNT Stock Details FTNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-25,190
Closed -$214K – 194
2015
Q3 		$214K Hold
25,190
– – 0.12% 162
2015
Q2 		$208K Buy
+25,190
New +$196K 0.12% 140

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cypress Wealth Advisors's FTNT Position: Q4 2015 in Review

Cypress Wealth Advisors sold out of Fortinet (FTNT) in Q4 2015, closing a stake of 25,190 shares — an estimated $214K sold.

Cypress Wealth Advisors first reported a position in FTNT in Q2 2015 and held it in 2 quarters. The position peaked at $214K in Q3 2015. 352 funds tracked by Wall St. Rank hold FTNT as of Q4 2015.

  • Cypress Wealth Advisors reported no remaining Fortinet position as of Q4 2015 after selling out during the quarter.
  • Cypress Wealth Advisors sold 25,190 Fortinet shares in Q4 2015, an estimated $214K.
  • Cypress Wealth Advisors first reported a position in Fortinet in Q2 2015 and held it in 2 quarters.
  • Cypress Wealth Advisors's Fortinet position peaked at $214K in Q3 2015.
  • 352 funds tracked by Wall St. Rank held Fortinet as of Q4 2015.

Based on Cypress Wealth Advisors's 13F filing for Q4 2015, filed 12 Feb 2016.